Plan Ledger DOL Form 5500 · updated monthly

Ufcw-Employers Benefit Plans of Northern California Group Admin LLC401(k)

UFCW-EMPLOYERS BENEFIT PLANS GROUP ADMINISTRATION LLC SAFE HARBOR 401(K) PLAN · CONCORD, 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

Ufcw-Employers Benefit Plans of Northern California Group Admin LLC reported $8,467 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,003 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 fell from 0.038% to 0.036%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 3,121st-largest of 9,483 plans among California employers on file, and 2,714th of 4,798 in finance & insurance. In 2024, employees put in $2.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,877,552
Participants with balances200
Active participants140
Employer contributions$420,350
Employee contributions$937,340
Employer contribution per active participant$3,003
Average account balance$124,388
Benefits paid to participants$1,855,249
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.9M · 200 accts · $420K emplr
2023$22.5M · 202 accts · $426K emplr
2022$19.1M · 208 accts · $410K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,100
Trustee / custodial$3,367
Total administrative$8,467
The Ufcw-Employers Benefit Plans of Northern California Group Admin LLC 401(k) match · 2024
Employer contribution per active participant$3,003
Median for plans this size$2,416
2024$3,003 per active participant
2023$3,087 per active participant
2022$2,909 per active participant

Ufcw-Employers Benefit Plans of Northern California Group Admin LLC'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 · 20242
JOCELYN INVESTMENT MANAGEMENT · Investment advisory (participants) · Investment advisory (plan)$3,305

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$8,467 · 0.04%
2023$8,063 · 0.04%
2022$8,285 · 0.04%
Similar plansFinance & Insurance · California
Generate Capital, Pbc CA$25.4M · 0.39%
First Commercial Bank USA CA$25.3M · 0.06%
Century Housing Corporation CA$24.7M · 0.14%
Research Affiliates, LLC CA$24.5M · 0.06%
Jtc USA Holdings Inc CA$24.3M · 0.39%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 260048379 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.