Plan Ledger DOL Form 5500 · updated monthly

Bkm Officeworks, LLC401(k)

BKM OFFICEWORKS, LLC 401(K) AND PROFIT SHARING PLAN · SAN DIEGO, CA · plan year 2022

Reported admin expense ratio · 2022
0.04%

Bkm Officeworks, LLC reported $2,646 in plan administrative expenses for 2022: 0.04% of average plan assets, lower than ~75% of peers. 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 (6,713th of 9,483), and 3,524th of 5,215 in retail trade.

Plan summary
Net assets, end of year$5,893,775
Participants with balances67
Active participants79
Employer contributions—
Employee contributions$263,971
Employer contribution per active participant—
Average account balance$87,967
Benefits paid to participants$694,924
Plan auditUnmodified (clean) audit opinion
AuditorMATRANGA & COMPANY
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,646
Total administrative$2,646
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$2,646 · 0.04%
Similar plansRetail Trade · California
Connell Chevrolet CA$6.2M · 0.31%
Classic Concepts, Inc. CA$6.0M · 0.83%
The Black Tux, Inc. CA$5.9M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510461987 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.