Plan Ledger DOL Form 5500 · updated monthly

Costa Mesa Wings LLC401(k)

COSTA MESA WINGS LLC 401(K) PROFIT SHARING PLAN & TRUST · ESCONDIDO, CA · plan year 2024

Reported admin expense ratio · 2024
3.58%

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

Costa Mesa Wings LLC reported $2,235 in plan administrative expenses for 2024: 3.58% of average plan assets, higher than ~75% of peers. 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.

Across the 1 year on file its reported administrative ratio rose from 2.60% to 3.58%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (9,375th of 9,483), and 11,603rd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$69,564
Participants with balances149
Active participants37
Employer contributions$0
Employee contributions$17,051
Employer contribution per active participant$0
Average account balance$467
Benefits paid to participants$4,158
Plan auditUnmodified (clean) audit opinion
AuditorMATRANGA & COMPANY
Plan history2
Yearassets · accounts · employer contribution
2024$70K · 149 accts
2023$55K · 144 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$943
Investment management$432
Trustee / custodial$860
Total administrative$2,235
The Costa Mesa Wings LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$540

Costa Mesa Wings LLC's 2024 employer contribution ran below the $540 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2024$2,235 · 3.58%
2023$1,223 · 2.60%
Similar plansProfessional & Technical Services · California
Fast Af, Inc. CA$82K · 0.34%
Brillius Inc CA$82K · 0.77%
Mycase, Inc. CA$73K · 0.69%
Rancho Bernardo Wings CA$63K · 3.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202600543 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.