Plan Ledger DOL Form 5500 · updated monthly

California Boiler, Inc.401(k)

CALIFORNIA BOILER INC 401(K) PROFIT SHARING PLAN & TRUST · SANTA ANA, CA · plan year 2022

Reported admin expense ratio · 2022
0.49%

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

California Boiler, Inc. reported $29,477 in plan administrative expenses for 2022: 0.49% 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 other services employers. By assets it is among the smaller plans on file in California (6,809th of 9,483), and 2,211th of 3,341 in other services.

Plan summary
Net assets, end of year$5,606,444
Participants with balances81
Active participants153
Employer contributions$0
Employee contributions$492,166
Employer contribution per active participant$0
Average account balance$69,215
Benefits paid to participants$384,305
Plan auditUnmodified (clean) audit opinion
AuditorC. DART CPA
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$15,388
Investment management$14,089
Total administrative$29,477
The California Boiler, Inc. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

California Boiler, 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$29,477 · 0.49%
All plans at this employer2
CALIFORNIA BOILER INC 401(K) PROFIT SHARING PLAN & TRUST401(k)
CALIFORNIA BOILER, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Similar plansOther Services · California
Spectrum Assembly Inc CA$5.9M · 0.28%
Nextgen Climate Action CA$5.5M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330063456 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.