Plan Ledger DOL Form 5500 · updated monthly

A Plus Tree Incorporated401(k)

A PLUS TREE INCORPORATED 401(K) PROFIT SHARING PLAN AND TRUST · VALLEJO, CA · plan year 2022

Reported admin expense ratio · 2022
0.77%

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

A Plus Tree Incorporated reported $32,456 in plan administrative expenses for 2022: 0.77% of average plan assets, above the peer median. Employer contributions averaged $20,596 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (7,326th of 9,483), and 1,552nd of 2,534 in administrative & support services. In 2022, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,184,140
Participants with balances197
Active participants13
Employer contributions$267,749
Employee contributions$559,974
Employer contribution per active participant$20,596
Average account balance$21,239
Benefits paid to participants$223,446
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$32,456
Total administrative$32,456
The A Plus Tree Incorporated 401(k) match · 2022
Employer contribution per active participant$20,596
Median for plans this size$1,114

A Plus Tree Incorporated's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$32,456 · 0.77%
Same employer
Similar plansAdministrative & Support Services · California
Resolvion, Gp CA$4.3M · 0.85%
Natures Image, Inc. CA$4.1M · 0.85%
Arborworks, Inc. CA$4.1M · 1.98%
Rivo Holdings, LLC CA$4.0M · 1.03%
Vcheck Global, LLC CA$4.0M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262565675 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.