Plan Ledger DOL Form 5500 · updated monthly

West Pak Avocado, Inc.401(k)

WEST PAK AVOCADO, INC. PROFIT SHARING PLAN · MURRIETA, CA · plan year 2024

Reported admin expense ratio · 2024
1.15%

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

West Pak Avocado, Inc. reported $146,837 in plan administrative expenses for 2024: 1.15% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,801 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 rose from 0.96% to 1.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 4,720th-largest of 9,483 plans among California employers on file, and 2,547th of 4,246 in wholesale trade. In 2024, the employer put in $1.33 for every $1.00 employees contributed themselves; active participation has shrunk from 168 to 151 since 2022.

Plan summary
Net assets, end of year$13,151,833
Participants with balances332
Active participants151
Employer contributions$725,004
Employee contributions$543,775
Employer contribution per active participant$4,801
Average account balance$39,614
Benefits paid to participants$2,043,690
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.2M · 332 accts · $725K emplr
2023$12.5M · 370 accts · $707K emplr
2022$10.7M · $929K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$146,817
Total administrative$146,837
The West Pak Avocado, Inc. 401(k) match · 2024
Employer contribution per active participant$4,801
Median for plans this size$2,416
2024$4,801 per active participant
2023$4,504 per active participant
2022$5,529 per active participant

West Pak Avocado, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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.

Administrative cost history3
2024$146,837 · 1.15%
2023$125,996 · 1.09%
2022$71,457 · 0.96%
Same employer
Similar plansWholesale Trade · California
Concentrus, Inc. CA$13.5M · 0.52%
Bexco Enterprises, Inc. CA$13.4M · 0.34%
Invasix Inc CA$13.4M · 0.07%
Pacific Groservice CA$13.3M · 0.73%
Green Rubber-Kennedy AG, LP CA$13.1M · 0.41%
Msi Computer Corp CA$13.1M · 0.23%
Good Source Solutions, Inc. CA$13.0M · 0.77%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 953777360 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.