Plan Ledger DOL Form 5500 · updated monthly

Traditional Medicinals, Inc401(k)

TRADITIONAL MEDICINALS, INC. PROFIT SHARING & RETIREMENT PLAN · COTATI, CA · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Traditional Medicinals, Inc reported $99,679 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $3,809 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 0.14% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,561st-largest of 9,483 plans among California employers on file, and the 4,301st of 13,661 in manufacturing. In 2024, employees put in $1.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,784,138
Participants with balances315
Active participants226
Employer contributions$860,890
Employee contributions$1,714,782
Employer contribution per active participant$3,809
Average account balance$100,902
Benefits paid to participants$1,900,302
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.8M · 315 accts · $861K emplr
2023$28.0M · 324 accts · $896K emplr
2022$21.1M · 330 accts · $703K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,656
Investment management$30,303
Audit (IQPA)$9,720
Total administrative$99,679
The Traditional Medicinals, Inc 401(k) match · 2024
Employer contribution per active participant$3,809
Median for plans this size$2,416
2024$3,809 per active participant
2023$3,896 per active participant
2022$3,043 per active participant

Traditional Medicinals, Inc's 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20244
AMERITAS · Claims processing · Contract administrator$47,561
FLYNN, SHOJINAGA & ASSOCIATES, INC. · Claims processing · Contract administrator$12,095
MORGAN STANLEY · Contract administrator · Consulting$30,303
SILICON VALLEY ACCOUNTANCY CORP · Accounting / audit$9,720

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

Recordkeeper by year2
2024Ameritas, FLYNN, SHOJINAGA & ASSOCIATES, INC.
2023Ameritas, FLYNN, SHOJINAGA & ASSOCIATES, INC.

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Administrative cost history3
2024$99,679 · 0.33%
2023$126,883 · 0.52%
2022$28,409 · 0.14%
Same employer
Similar plansManufacturing · California
Lumenis Be, Inc. CA$32.6M · 0.59%
Weber Metals, Inc. CA$32.1M · 0.36%
Lockwood Industries, LLC CA$31.7M · 0.29%
C.G. Roxane CA$31.6M · 0.28%
Skydio Inc. CA$31.4M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942613403 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.