Plan Ledger DOL Form 5500 · updated monthly

Chula Vista, Inc.401(k)

CHULA VISTA, INC. 401(K) PLAN · WISCONSIN DELLS, WI · plan year 2022

Reported admin expense ratio · 2022
1.16%

Chula Vista, Inc. reported $19,217 in plan administrative expenses for 2022: 1.16% of average plan assets, higher than ~90% 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 accommodation & food services employers. By assets it is among the smaller plans on file in Wisconsin (1,860th of 1,936), and 1,564th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$1,526,691
Participants with balances69
Active participants142
Employer contributions—
Employee contributions$131,481
Employer contribution per active participant—
Average account balance$22,126
Benefits paid to participants$117,848
Plan auditUnmodified (clean) audit opinion
AuditorWEGNER CPA LLP
Administrative expenses, itemized · 2022
Investment management$312
Professional / advisory$9,000
Total administrative$19,217
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$19,217 · 1.16%
Similar plansAccommodation & Food Services · Wisconsin
Food Fight, Inc. WI$2.3M · 1.43%
Family Fresh Pack Inc WI$2.3M · 1.12%
Roaring Fork LLC WI$1.2M · 1.60%
Idm Group, LLC WI$1.2M · 0.13%
Pablo Management LLC WI$1.1M · 1.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390842365 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.