Plan Ledger DOL Form 5500 · updated monthly

Execushield, Inc.401(k)

EXECUSHIELD, INC. 401(K) PROFIT SHARING PLAN AND TRUST · SAN FRANCISCO, CA · plan year 2022

Reported admin expense ratio · 2022
1.35%

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

Execushield, Inc. reported $3,890 in plan administrative expenses for 2022: 1.35% of average plan assets, above the peer median. Employer contributions averaged $440 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (9,153rd of 9,483), and 2,383rd of 2,534 in administrative & support services. In 2022, employees put in $2.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$383,152
Participants with balances63
Active participants234
Employer contributions$103,054
Employee contributions$220,596
Employer contribution per active participant$440
Average account balance$6,082
Benefits paid to participants$71,991
Plan auditUnmodified (clean) audit opinion
AuditorCONTROLLER, EXECUSHIELD
The Execushield, Inc. 401(k) match · 2022
Employer contribution per active participant$440
Median for plans this size$331

Execushield, Inc.'s 2022 employer contribution ran above the $331 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$3,890 · 1.35%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 943407703 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.