Plan Ledger DOL Form 5500 · updated monthly

V. Sangiacomo & Sons401(k)

V. SANGIACOMO & SONS 401(K) PLAN · SONOMA, CA · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

V. Sangiacomo & Sons reported $78,312 in plan administrative expenses for 2024: 0.64% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,914 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 0.92% to 0.64%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in California (4,810th of 9,483), and the 381st of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.88 for every $1.00 the employer contributed; active participation has grown from 126 to 155 since 2022.

Plan summary
Net assets, end of year$12,811,234
Participants with balances172
Active participants155
Employer contributions$296,659
Employee contributions$557,227
Employer contribution per active participant$1,914
Average account balance$74,484
Benefits paid to participants$837,946
Plan auditUnmodified (clean) audit opinion
AuditorKOSMATKA DONNELLY & CO., LLP
Plan history3
Yearassets · accounts · employer contribution
2024$12.8M · 172 accts · $297K emplr
2023$11.6M · 175 accts · $259K emplr
2022$9.9M · 110 accts · $226K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,112
Investment management$56,200
Total administrative$78,312
The V. Sangiacomo & Sons 401(k) match · 2024
Employer contribution per active participant$1,914
Median for plans this size$2,416
2024$1,914 per active participant
2023$1,991 per active participant
2022$1,791 per active participant

V. Sangiacomo & Sons's 2024 employer contribution ran below 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 · 20243
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$41,200
PISENTI & BRINKER LLP · Accounting / audit$15,000

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$78,312 · 0.64%
2023$96,750 · 0.90%
2022$100,953 · 0.92%
Similar plansAgriculture, Forestry & Fishing · California
Britz, Inc. CA$14.0M · 0.02%
Mann Packing Co., Inc. CA$13.6M · 0.67%
Huneeus Vintners LLC CA$12.8M · 0.00%
Foothill Packing, Inc. CA$12.6M · 1.03%
Plantel Nurseries, Inc. CA$12.4M · 0.01%
Primus Group, Inc. CA$12.3M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941162486 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.