Plan Ledger DOL Form 5500 · updated monthly

Tony's Finer Foods Enterprises, LLC401(k)

TONY'S FINER FOODS ENTERPRISES, INC. 401(K) PLAN · ONTARIO, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Tony's Finer Foods Enterprises, LLC reported $4,464 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $184 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.02% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 4,300th-largest of 9,483 plans among California employers on file, and the 1,851st of 5,215 in retail trade. In 2024, employees put in $1.91 for every $1.00 the employer contributed; active participation has grown from 1,216 to 1,936 since 2022.

Plan summary
Net assets, end of year$15,550,952
Participants with balances167
Active participants1,936
Employer contributions$355,792
Employee contributions$679,200
Employer contribution per active participant$184
Average account balance$93,119
Benefits paid to participants$851,315
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.6M · 167 accts · $356K emplr
2023$13.6M · 158 accts · $463K emplr
2022$14.9M · 128 accts · $506K emplr
Administrative expenses, itemized · 2024
Investment management$18,000
Total administrative$4,464
The Tony's Finer Foods Enterprises, LLC 401(k) match · 2024
Employer contribution per active participant$184
Median for plans this size$2,416
2024$184 per active participant
2023$202 per active participant
2022$416 per active participant

Tony's Finer Foods Enterprises, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
BLACKRIDGE ASSET MANAGEMENT LLC · Investment advisory (plan)$18,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$4,464 · 0.03%
2023$2,612 · 0.02%
2022$4,070 · 0.02%
Same employer
Similar plansRetail Trade · California
Moss Motors, LTD CA$15.7M · 0.13%
Title 9 Sports, Inc. CA$15.4M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 421685116 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.