Plan Ledger DOL Form 5500 · updated monthly

West Coast Arborists, Inc.401(k)

WEST COAST ARBORISTS, INC. 401(K) SALARY SAVINGS AND PROFIT SHARING PLAN · ANAHEIM, CA · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

West Coast Arborists, Inc. reported $130,855 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,477 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 3 years on file its reported administrative ratio has held roughly steady near 0.51%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 2,842nd-largest of 9,483 plans among California employers on file, and the 476th of 2,534 in administrative & support services. In 2024, employees put in $4.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,882,077
Participants with balances251
Active participants237
Employer contributions$350,132
Employee contributions$1,463,631
Employer contribution per active participant$1,477
Average account balance$111,084
Benefits paid to participants$595,683
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.9M · 251 accts · $350K emplr
2023$23.1M · 242 accts · $318K emplr
2022$19.1M · 234 accts · $275K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$130,855
Total administrative$130,855
The West Coast Arborists, Inc. 401(k) match · 2024
Employer contribution per active participant$1,477
Median for plans this size$2,416
2024$1,477 per active participant
2023$1,388 per active participant
2022$1,257 per active participant

West Coast Arborists, 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$130,854
UBS FINANCIAL SERVICES INC · Investment advisory (plan)indirect 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$130,855 · 0.51%
2023$118,783 · 0.56%
2022$110,414 · 0.53%
Same employer
Similar plansAdministrative & Support Services · California
Kimberlite Corporation CA$34.8M · 0.01%
Travcorp USA, Inc. CA$33.6M · 0.17%
Roth Staffing Companies, LP CA$29.6M · 0.55%
Wmbe Payrolling Inc CA$25.9M · 0.83%
Today's HR, Inc. CA$24.2M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953250682 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.