Plan Ledger DOL Form 5500 · updated monthly

Cwd, LLC401(k)

CWD, LLC · CARSON, CA · plan year 2022

Reported admin expense ratio · 2022
1.14%

Cwd, LLC reported $38,937 in plan administrative expenses for 2022: 1.14% 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.

Across the 1 year on file its reported administrative ratio rose from 1.14% to 1.27%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (7,908th of 9,483), and 3,945th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$2,880,858
Participants with balances180
Active participants—
Employer contributions$0
Employee contributions$0
Employer contribution per active participant—
Average account balance$16,005
Benefits paid to participants$424,718
Plan auditUnmodified (clean) audit opinion
AuditorBOBER MARKEY FEDOROVICH
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$2.7M · 121 accts
2022$2.9M · 180 accts
Administrative expenses, itemized · 2022
Investment management$476
Total administrative$38,937
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
2024Not separately reported
2023$35,610 · 1.27%
2022$38,937 · 1.14%
Similar plansWholesale Trade · California
Todd Pipe and Supply, LLC CA$3.1M · 0.63%
Tempo Interactive, Inc CA$3.1M · 0.24%
C.W. Brower, Inc. CA$3.0M · 1.19%
Redwood Oil Company, Inc. CA$2.9M · 0.64%
Kitayama Brothers, Inc. CA$2.7M · 0.53%
Loewy Enterprises CA$2.6M · 0.11%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 912015832 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.