Plan Ledger DOL Form 5500 · updated monthly

Warmington Residential California, Inc.401(k)

WARMINGTON GROUP CASH OPTION PROFIT SHARING PLAN · COSTA MESA, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Warmington Residential California, Inc. reported $1,717 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.011% to 0.008%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 3,295th-largest of 9,483 plans among California employers on file, and the 1,841st of 5,337 in construction.

Plan summary
Net assets, end of year$22,904,555
Participants with balances135
Active participants113
Employer contributions$0
Employee contributions$1,048,757
Employer contribution per active participant$0
Average account balance$169,663
Benefits paid to participants$3,860,658
Plan auditUnmodified (clean) audit opinion
AuditorSTEPHENS, REIDINGER & BELLER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$22.9M · 135 accts
2023$22.3M · 137 accts
2022$18.7M · 149 accts
Administrative expenses, itemized · 2024
Investment management$2,433
Audit (IQPA)$16,450
Total administrative$1,717
The Warmington Residential California, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Warmington Residential California, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
STEPHENS, REIDINGER & BELLER LLP · Accounting / audit$16,450
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$1,717 · 0.01%
2023Not separately reported
2022$2,413 · 0.01%
Same employer
Similar plansConstruction · California
Robert a. Bothman, Inc. CA$23.2M · 0.24%
Sobrato Organization CA$23.1M · 0.01%
Mission Critical Group, LLC CA$22.4M · 0.70%
Hci Systems, Inc. CA$22.2M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200736179 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.