Plan Ledger DOL Form 5500 · updated monthly

Van de Pol Enterprises, Inc.401(k)

VAN DE POL ENTERPRISES, INC. 401(K) PLAN · STOCKTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Van de Pol Enterprises, Inc. reported $124,481 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,194 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 0.98% to 0.53%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other utilities employers. By assets it is the 3,067th-largest of 9,483 plans among California employers on file, and 246th of 412 in utilities. In 2024, employees put in $1.98 for every $1.00 the employer contributed; active participation has grown from 375 to 439 since 2022.

Plan summary
Net assets, end of year$25,366,554
Participants with balances300
Active participants439
Employer contributions$963,277
Employee contributions$1,904,578
Employer contribution per active participant$2,194
Average account balance$84,555
Benefits paid to participants$1,787,587
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.4M · 300 accts · $963K emplr
2023$21.6M · 301 accts · $949K emplr
2022$17.0M · 288 accts · $873K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$124,481
Total administrative$124,481
The Van de Pol Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$2,194
Median for plans this size$2,416
2024$2,194 per active participant
2023$2,332 per active participant
2022$2,329 per active participant

Van de Pol Enterprises, Inc.'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
TRANSAMERICA FINANCIAL LIFE INSURAN · Recordkeeping · Loan processing$56,713
ADMINISTRATIVE GROUP, LLC DBA TAG · Recordkeeping · Loan processing$10,865
T. ROWE PRICE · Contract administrator$56,918

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

Recordkeeper by year2
2024ADMINISTRATIVE GROUP, LLC DBA TAG, Transamerica
2023TAG RESOURCES, LLC, Transamerica

This plan has changed recordkeepers within these filings. If you left Van de Pol Enterprises, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$124,481 · 0.53%
2023$197,160 · 1.02%
2022$171,447 · 0.98%
Same employer
Similar plansUtilities · California
Borrego Energy, LLC CA$27.5M · 0.26%
Tesco Controls, LLC CA$14.0M · 0.04%
South 49 Holdings, LTD. CA$13.1M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942428381 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.