Plan Ledger DOL Form 5500 · updated monthly

F.S. & Gs. Services, Inc.401(k)

F.S. & GS SERVICES, INC. RETIREMENT SAVINGS PLAN · AZUSA, CA · plan year 2023

Reported admin expense ratio · 2023
1.32%

F.S. & Gs. Services, Inc. reported $36,500 in plan administrative expenses for 2023: 1.32% 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in California (8,028th of 9,483), and 4,638th of 5,337 in construction.

Plan summary
Net assets, end of year$2,624,053
Participants with balances103
Active participants0
Employer contributions$26,725
Employee contributions—
Employer contribution per active participant—
Average account balance$25,476
Benefits paid to participants$698,470
Plan auditUnmodified (clean) audit opinion
AuditorLOUIS PLUNG & COMPANY, LLP
Plan history2
Yearassets · accounts · employer contribution
2024$0
2023$2.6M · 103 accts · $27K emplr
Administrative expenses, itemized · 2023
Investment management$36,500
Total administrative$36,500
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
PRINCIPAL LIFE INSURANCE · Contract administrator$26,377
HUNNEX AND SHOEMAKER · Contract administrator · Other services$10,125
SBHU LIFE AGENCY · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024Not separately reported
2023$36,500 · 1.32%
Similar plansConstruction · California
S&S Drywall, Inc. CA$2.7M · 1.12%
Cemco, Inc. CA$2.7M · 0.65%
Home Organizers, Inc. CA$2.7M · 1.06%
Mammoth Electric, Inc. CA$2.6M · 1.35%
Aquam USA Inc CA$2.6M · 1.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911429279 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.