Plan Ledger DOL Form 5500 · updated monthly

Tree Island Wire (USA), Inc.401(k)

TREE ISLAND WIRE (USA), INC. 401(K) PLAN · SAN BERNARDINO, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Tree Island Wire (USA), Inc. reported $5,975 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,878 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 0.03% to 0.04%. 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 4,330th-largest of 9,483 plans among California employers on file, and 6,974th of 13,661 in manufacturing. In 2024, employees put in $1.67 for every $1.00 the employer contributed; active participation has shrunk from 98 to 55 since 2022.

Plan summary
Net assets, end of year$15,412,021
Participants with balances109
Active participants55
Employer contributions$158,296
Employee contributions$264,971
Employer contribution per active participant$2,878
Average account balance$141,395
Benefits paid to participants$1,345,504
Plan auditUnmodified (clean) audit opinion
AuditorLAWRENCE R. MITCHELL & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$15.4M · 109 accts · $158K emplr
2023$14.3M · 122 accts · $194K emplr
2022$11.6M · 104 accts · $235K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,975
Total administrative$5,975
The Tree Island Wire (USA), Inc. 401(k) match · 2024
Employer contribution per active participant$2,878
Median for plans this size$2,416
2024$2,878 per active participant
2023$3,037 per active participant
2022$2,400 per active participant

Tree Island Wire (USA), 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 · 20241
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$68,792

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$5,975 · 0.04%
2023$6,870 · 0.05%
2022$3,445 · 0.03%
Similar plansManufacturing · California
Ayar Labs Inc CA$15.5M · 0.02%
Rivos Inc CA$15.5M · 0.02%
Atomica Corporation CA$15.5M · 0.34%
The Iris Group, Inc. CA$15.4M · 0.30%
Kodiak Sciences Inc CA$15.4M · 0.01%
Yamamoto of Orient, Inc. CA$15.3M · 0.50%
Vian Enterprises Inc CA$15.3M · 0.29%
Veridiam, Inc. CA$15.3M · 0.33%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 680189766 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.