Plan Ledger DOL Form 5500 · updated monthly

Volex Holdings401(k)

VOLEX HOLDINGS PROFIT SHARING AND 401(K) PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Volex Holdings reported $118,903 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,482 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 has held roughly steady near 0.50%. 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 3,063rd-largest of 9,483 plans among California employers on file, and the 5,068th of 13,661 in manufacturing. In 2024, employees put in $2.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,390,609
Participants with balances402
Active participants300
Employer contributions$744,544
Employee contributions$1,906,871
Employer contribution per active participant$2,482
Average account balance$63,161
Benefits paid to participants$3,016,758
Plan auditUnmodified (clean) audit opinion
AuditorMEIHAUS CPA
Plan history2
Yearassets · accounts · employer contribution
2024$25.4M · 402 accts · $745K emplr
2023$22.6M · 426 accts · $675K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,688
Investment management$67,215
Audit (IQPA)$16,000
Total administrative$118,903
The Volex Holdings 401(k) match · 2024
Employer contribution per active participant$2,482
Median for plans this size$2,416
2024$2,482 per active participant
2023$2,123 per active participant

Volex Holdings'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
MMA SECURITIES · Investment advisory (plan)$58,095
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$35,688
HOLMAN FRENIA ALLISON, P.C. · Accounting / audit$16,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,120

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

Administrative cost history2
2024$118,903 · 0.50%
2023$85,405 · 0.48%
Same employer
Similar plansManufacturing · California
Adient Aerospace, LLC CA$25.6M · 0.09%
Xoma Corporation CA$25.4M · 0.39%
Cedarwood-Young Company CA$25.4M · 0.14%
Cemco CA$25.3M · 0.50%
Opus One Winery, LLC CA$25.3M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043134682 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.