Plan Ledger DOL Form 5500 · updated monthly

Broadway Typewriter Co., Inc.401(k)

AREY JONES 401(K) RETIREMENT PLAN · SAN DIEGO, CA · plan year 2022

Reported admin expense ratio · 2022
0.62%

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

Broadway Typewriter Co., Inc. reported $21,580 in plan administrative expenses for 2022: 0.62% of average plan assets, above 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (7,766th of 9,483), and 2,022nd of 2,199 in information & media.

Plan summary
Net assets, end of year$3,169,313
Participants with balances56
Active participants228
Employer contributions$0
Employee contributions$274,504
Employer contribution per active participant$0
Average account balance$56,595
Benefits paid to participants$115,154
Plan auditUnmodified (clean) audit opinion
AuditorMATRANGA & COMPANY
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$9,281
Investment management$12,299
Total administrative$21,580
The Broadway Typewriter Co., Inc. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Broadway Typewriter Co., Inc.'s 2022 employer contribution ran below the $1,114 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$21,580 · 0.62%
Similar plansInformation & Media · California
Ontraport, Inc. CA$3.6M · 0.99%
Aclima Inc. CA$3.2M · 0.92%
Bftv Inc. dba First Media CA$3.2M · 0.98%
Upkeep Technologies, Inc CA$3.2M · 0.11%
Caffeine.Tv CA$2.7M · 0.24%
Create Music Group Inc CA$2.6M · 0.63%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 952660850 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.