Plan Ledger DOL Form 5500 · updated monthly

Carl Zeiss Meditec Production, LLC401(k)

AAREN SCIENTIFIC INC. 401(K) PROFIT SHARING PLAN · ONTARIO, CA · plan year 2022

Reported admin expense ratio · 2022
2.22%

Carl Zeiss Meditec Production, LLC reported $2,169 in plan administrative expenses for 2022: 2.22% of average plan assets, higher 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.

Across the 2 years on file its reported administrative ratio rose from 2.22% to 3.27%. The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (9,355th of 9,483), and 13,623rd of 13,661 in manufacturing.

Plan summary
Net assets, end of year$87,808
Participants with balances167
Active participants0
Employer contributions$0
Employee contributions$0
Employer contribution per active participant—
Average account balance$526
Benefits paid to participants$1,153
Plan auditUnmodified (clean) audit opinion
AuditorREDWITZ
Plan history3
Yearassets · accounts · employer contribution
2024$74K · 150 accts
2023$80K · 157 accts
2022$88K · 167 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,126
Investment management$43
Total administrative$2,169
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 history3
2024$2,513 · 3.27%
2023$2,610 · 3.12%
2022$2,169 · 2.22%
Similar plansManufacturing · California
Wcrb, Inc. CA$150K · 2.38%
Avc Corp CA$128K · 0.32%
Shaw Bakers LLC CA$112K · 0.93%
Net Shapes, Inc. CA$109K · 0.36%
Keep IT Here CA$70K · 2.10%
Terra Universal, Inc. CA$56K · 0.29%
Aviator Nation, Inc. CA$35K · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820721478 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.