Plan Ledger DOL Form 5500 · updated monthly

B.I.G. Co., Inc. dba Capo Valley Fireside401(k)

B.I.G. CO., INC. DBA CAPO VALLEY FIRESIDE PROFIT SHARING PLAN · SAN JUAN CAPISTRANO, 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

B.I.G. Co., Inc. dba Capo Valley Fireside reported $44,356 in plan administrative expenses for 2022: 0.80% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,591 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 retail trade employers. By assets it is among the smaller plans on file in California (6,927th of 9,483), and 3,692nd of 5,215 in retail trade. In 2022, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,243,434
Participants with balances84
Active participants115
Employer contributions$182,924
Employee contributions$313,140
Employer contribution per active participant$1,591
Average account balance$62,422
Benefits paid to participants$203,357
Plan auditUnmodified (clean) audit opinion
AuditorWEWORSKI AND ASSOCIATES
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$28,649
Investment management$15,357
Total administrative$44,356
The B.I.G. Co., Inc. dba Capo Valley Fireside 401(k) match · 2022
Employer contribution per active participant$1,591
Median for plans this size$1,114

B.I.G. Co., Inc. dba Capo Valley Fireside's 2022 employer contribution ran above the $1,114 median for plans its size. 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$44,356 · 0.80%
Same employer
Similar plansRetail Trade · California
Exclusive Wireless, Inc, CA$5.4M · 0.99%
Truckee-Tahoe Lumber Co. CA$5.4M · 0.65%
Shopmonkey Inc. CA$5.4M · 0.13%
Goodwill Central Coast CA$5.2M · 1.12%
Stance, Inc. CA$5.2M · 0.29%
Ocelot Engineering, Inc. CA$5.0M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330028430 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.