Plan Ledger DOL Form 5500 · updated monthly

All Motorists Insurance Agency401(k)

ALL MOTORISTS INSURANCE AGENCY PROFIT SHARING/401(K) PLAN · CALABASAS, CA · plan year 2022

Reported admin expense ratio · 2022
0.28%

All Motorists Insurance Agency reported $35,710 in plan administrative expenses for 2022: 0.28% of average plan assets, above the peer median. 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in California (6,196th of 9,483), and 4,233rd of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$7,458,249
Participants with balances84
Active participants9
Employer contributions—
Employee contributions$130,139
Employer contribution per active participant—
Average account balance$88,789
Benefits paid to participants$7,471,472
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$35,710
Total administrative$35,710
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$35,710 · 0.28%
Similar plansFinance & Insurance · California
Sumup, Inc. CA$7.7M · 0.33%
Aspiration Partners, Inc. CA$7.7M · 0.52%
Vouch, Inc. CA$7.6M · 0.39%
Habemco, LLC CA$7.3M · 0.77%
Ocmbc Inc. CA$7.2M
Farther Finance, Inc. CA$7.0M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952103043 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.