Plan Ledger DOL Form 5500 · updated monthly

Circle M Contractors Inc.401(k)

CIRCLE M CONTRACTORS, INC. 401(K) PLAN · RANCHO SANTA MARGARITA, CA · plan year 2022

Reported admin expense ratio · 2022
0.97%

Circle M Contractors Inc. reported $32,626 in plan administrative expenses for 2022: 0.97% 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in California (7,722nd of 9,483), and 4,456th of 5,337 in construction.

Plan summary
Net assets, end of year$3,258,152
Participants with balances52
Active participants1,842
Employer contributions—
Employee contributions$397,982
Employer contribution per active participant—
Average account balance$62,657
Benefits paid to participants$40,011
Plan auditUnmodified (clean) audit opinion
AuditorWINDES INC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$14,138
Investment management$15,872
Total administrative$32,626
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$32,626 · 0.97%
Similar plansConstruction · California

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Source: U.S. Department of Labor, Form 5500 series, EIN 273664871 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.