Plan Ledger DOL Form 5500 · updated monthly

West Coast Turf401(k)

WEST COAST TURF 401(K) PROFIT SHARING PLAN · PALM DESERT, CA · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

West Coast Turf reported $69,905 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $3,227 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 0.43% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 3,756th-largest of 9,483 plans among California employers on file, and the 257th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,114,220
Participants with balances203
Active participants164
Employer contributions$529,239
Employee contributions$947,894
Employer contribution per active participant$3,227
Average account balance$94,159
Benefits paid to participants$507,374
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.1M · 203 accts · $529K emplr
2023$16.2M · 207 accts · $517K emplr
2022$13.9M · 208 accts · $520K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,366
Investment management$41,539
Total administrative$69,905
The West Coast Turf 401(k) match · 2024
Employer contribution per active participant$3,227
Median for plans this size$2,416
2024$3,227 per active participant
2023$3,193 per active participant
2022$3,233 per active participant

West Coast Turf'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 · 20243
UBS FINANCIAL SERVICES, INC. · Recordkeeping · Trustee$41,539
ADP, INC. · Loan processing · Recordkeeping$28,366
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, UBS
2023ADP, UBS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$69,905 · 0.40%
2023$62,666 · 0.42%
2022$64,028 · 0.43%
Same employer
Similar plansAgriculture, Forestry & Fishing · California
Saticoy Lemon Association CA$20.0M · 0.31%
Apeel Technology, Inc. CA$19.7M · 0.10%
Beckstoffer Vineyards CA$19.3M · 0.41%
AG Rx CA$18.7M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330424659 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.