Plan Ledger DOL Form 5500 · updated monthly

D.H. Smith Company, Inc.401(k)

D.H. SMITH COMPANY, INC. 401(K) PLAN · SAN JOSE, CA · plan year 2022

Reported admin expense ratio · 2022
0.55%

D.H. Smith Company, Inc. reported $947 in plan administrative expenses for 2022: 0.55% of average plan assets, below the peer median. 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in California (9,261st of 9,483), and 5,295th of 5,337 in construction.

Plan summary
Net assets, end of year$203,741
Participants with balances10
Active participants201
Employer contributions—
Employee contributions$101,276
Employer contribution per active participant—
Average account balance$20,374
Benefits paid to participants$5,989
Plan auditUnmodified (clean) audit opinion
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$947 · 0.55%
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Source: U.S. Department of Labor, Form 5500 series, EIN 770440057 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.