Plan Ledger DOL Form 5500 · updated monthly

West Coast Services LLC401(k)

WEST COAST SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST · SAN DIMAS, CA · plan year 2024

Reported admin expense ratio · 2024
0.90%

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

West Coast Services LLC reported $23,408 in plan administrative expenses for 2024: 0.90% of average plan assets, higher than ~75% of peers. Employer contributions averaged $450 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 0.96% to 0.90%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (7,924th of 9,483), and 10,595th of 11,654 in professional & technical services. In 2024, employees put in $4.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,843,566
Participants with balances159
Active participants115
Employer contributions$51,777
Employee contributions$218,318
Employer contribution per active participant$450
Average account balance$17,884
Benefits paid to participants$112,783
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITH&BROWN PC
Plan history3
Yearassets · accounts · employer contribution
2024$2.8M · 159 accts · $52K emplr
2023$2.3M · 147 accts · $53K emplr
2022$1.8M · 146 accts · $49K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,128
Investment management$15,280
Total administrative$23,408
The West Coast Services LLC 401(k) match · 2024
Employer contribution per active participant$450
Median for plans this size$1,313
2024$450 per active participant
2023$499 per active participant
2022$462 per active participant

West Coast Services LLC's 2024 employer contribution ran below the $1,313 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
PAYCHEX, INC. · Recordkeeping$9,202
MERRILL LYNCH, PIERCE, FENNER · Investment advisory (plan)$14,093

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

Recordkeeper by year2
2024Paychex
2023Bank of America / Merrill, Paychex

This plan has changed recordkeepers within these filings. If you left West Coast Services LLC 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$23,408 · 0.90%
2023$19,009 · 0.91%
2022$18,278 · 0.96%
Similar plansProfessional & Technical Services · California
Picsart, Inc. CA$2.9M · 0.14%
Human Standard, LLC CA$2.9M · 0.30%
Datanet IT CA$2.9M · 0.60%
Revolution Media, Inc. CA$2.9M · 0.57%
Branded Group, Inc. CA$2.8M · 1.46%
Klearnow Corporation CA$2.8M · 1.28%
Red Oak Tech, Inc. CA$2.8M · 0.77%
Parsable, Inc. CA$2.7M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954669051 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.