Plan Ledger DOL Form 5500 · updated monthly

Doxa Insurance Holdings, LLC401(k)

DOXA INSURANCE HOLDINGS, LLC 401(K) PLAN · CARPINTERIA, CA · plan year 2022

Reported admin expense ratio · 2022
0.31%

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

Doxa Insurance Holdings, LLC reported $101,266 in plan administrative expenses for 2022: 0.31% of average plan assets, above the peer median. Employer contributions averaged $2,112 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other finance & insurance employers. By assets it is the 2,532nd-largest of 9,483 plans among California employers on file, and the 2,305th of 4,798 in finance & insurance. In 2022, employees put in $3.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$32,340,559
Participants with balances245
Active participants201
Employer contributions$424,594
Employee contributions$1,439,703
Employer contribution per active participant$2,112
Average account balance$132,002
Benefits paid to participants$3,108,488
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$8,521
Total administrative$101,266
The Doxa Insurance Holdings, LLC 401(k) match · 2022
Employer contribution per active participant$2,112
Median for plans this size$2,266

Doxa Insurance Holdings, LLC's 2022 employer contribution ran below the $2,266 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$101,266 · 0.31%
Same employer
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First Quadrant, LLC CA$33.1M · 0.06%
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Luther Burbank Corporation CA$32.3M · 0.35%
Plumas Bank CA$31.2M · 0.23%
United Business Bank CA$30.5M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952409500 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.