Plan Ledger DOL Form 5500 · updated monthly

Dave Wilson Nursery401(k)

DAVE WILSON NURSERY PROFIT SHARING & 401K PLAN · HICKMAN, CA · plan year 2022

Reported admin expense ratio · 2022
0.54%

Dave Wilson Nursery reported $43,079 in plan administrative expenses for 2022: 0.54% of average plan assets, above 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 $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 (6,275th of 9,483), and 3,330th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$7,191,635
Participants with balances74
Active participants106
Employer contributions—
Employee contributions$235,657
Employer contribution per active participant—
Average account balance$97,184
Benefits paid to participants$584,365
Plan auditUnmodified (clean) audit opinion
AuditorSCHWARTZ GIANNINI LANTSBERGER ETAL
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,970
Investment management$36,775
Professional / advisory$1,334
Total administrative$43,079
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$43,079 · 0.54%
Similar plansWholesale Trade · California
Emolecules, Inc. CA$7.4M · 0.06%
Cmc Rescue, Inc. CA$7.2M · 0.52%
Quetico, LLC CA$7.1M · 0.57%
Aurora World, Inc. CA$7.1M · 0.00%
Nexus Brands Group, Inc. CA$7.1M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770498849 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.