Plan Ledger DOL Form 5500 · updated monthly

Ascent California401(k)

ASCENT CALIFORNIA 401(K) PLAN · SANTA ROSA, CA · plan year 2022

Reported admin expense ratio · 2022
0.80%

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

Ascent California reported $5,939 in plan administrative expenses for 2022: 0.80% of average plan assets, below the peer median. Employer contributions averaged $0 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (8,917th of 9,483), and 2,241st of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$823,131
Participants with balances171
Active participants159
Employer contributions$0
Employee contributions$354,762
Employer contribution per active participant$0
Average account balance$4,814
Benefits paid to participants$68,778
Plan auditUnmodified (clean) audit opinion
AuditorDAL POGGETTO & COMPANY LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$5,939
Total administrative$5,939
The Ascent California 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Ascent California's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$5,939 · 0.80%
Same employer
Similar plansAdministrative & Support Services · California
Universal Site Services CA$945K · 1.40%
Flexon Technologies Inc CA$840K · 0.21%
Ten Lifestyle Group CA$797K · 0.02%
Pogo, Inc. CA$702K · 2.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843712609 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.