Plan Ledger DOL Form 5500 · updated monthly

Arden Wood, Inc.403(b)

ARDEN WOOD, INC. 403(B) EMPLOYEE RETIREMENT PLAN · SAN FRANCISCO, CA · plan year 2022

Reported admin expense ratio · 2022
0.13%

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

Arden Wood, Inc. reported $7,716 in plan administrative expenses for 2022: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,206 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 other services employers. By assets it is among the smaller plans on file in California (6,870th of 9,483), and 2,235th of 3,341 in other services. In 2022, employees put in $2.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,410,347
Participants with balances95
Active participants61
Employer contributions$134,586
Employee contributions$314,629
Employer contribution per active participant$2,206
Average account balance$56,951
Benefits paid to participants$716,608
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,716
Total administrative$7,716
Employer contributions to the Arden Wood, Inc. plan · 2022
Employer contribution per active participant$2,206
Median for plans this size$1,114

Arden Wood, Inc.'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$7,716 · 0.13%
Similar plansOther Services · California
Nextgen Climate Action CA$5.5M · 0.07%
Oil Stop, LLC CA$5.4M · 0.97%
Dash.Ai, Inc. CA$5.3M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237334055 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.