Plan Ledger DOL Form 5500 · updated monthly

Wood Ranch USA, Inc.401(k)

WOOD RANCH 401(K) PLAN · WESTLAKE VILLAGE, CA · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Wood Ranch USA, Inc. reported $14,370 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. Employer contributions averaged $505 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 0.15% to 0.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in California (7,549th of 9,483), and the 1,084th of 2,240 in accommodation & food services. In 2024, employees put in $1.62 for every $1.00 the employer contributed; active participation has grown from 673 to 992 since 2022.

Plan summary
Net assets, end of year$3,640,100
Participants with balances205
Active participants992
Employer contributions$501,213
Employee contributions$809,729
Employer contribution per active participant$505
Average account balance$17,757
Benefits paid to participants$152,651
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.6M · 205 accts · $501K emplr
2023$2.1M · 158 accts · $390K emplr
2022$822K · 112 accts · $244K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,360
Investment management$10,010
Total administrative$14,370
The Wood Ranch USA, Inc. 401(k) match · 2024
Employer contribution per active participant$505
Median for plans this size$1,313
2024$505 per active participant
2023$483 per active participant
2022$362 per active participant

Wood Ranch USA, Inc.'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 · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$10,010
ADP, INC. · Loan processing · Recordkeeping$4,360
ADP BROKER-DEALER · Other servicesindirect 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, Bank of America / Merrill
2023ADP

This plan has changed recordkeepers within these filings. If you left Wood Ranch USA, Inc. 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$14,370 · 0.50%
2023$1,965 · 0.13%
2022$706 · 0.15%
Same employer
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Clk HR Acquisition, LLC CA$3.7M · 0.95%
Overeasy, Inc. CA$3.6M · 0.37%
Bbd Opco LLC CA$3.6M · 1.26%
Hecho En Mexico, LLC CA$3.5M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371417089 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.