Plan Ledger DOL Form 5500 · updated monthly

Firm Resorts 401(K) Plan401(k)

FIRM RESORTS 401(K) PLAN · VISTA, CA · plan year 2022

Reported admin expense ratio · 2022
0.54%

Firm Resorts 401(K) Plan reported $8,657 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 other services employers. By assets it is among the smaller plans on file in California (8,552nd of 9,483), and 2,969th of 3,341 in other services.

Plan summary
Net assets, end of year$1,479,058
Participants with balances48
Active participants215
Employer contributions—
Employee contributions$82,827
Employer contribution per active participant—
Average account balance$30,814
Benefits paid to participants$33,812
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Professional / advisory$8,657
Total administrative$8,657
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$8,657 · 0.54%
Similar plansOther Services · California
S Bravo Systems Inc. CA$1.6M · 0.59%
Skyview Memorial Lawn CA$1.6M · 0.01%
Pcam LLC CA$1.4M · 0.52%
Bluewave Express, LLC CA$1.4M · 1.07%
Central Valley Gaming CA$1.3M · 1.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621822171 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.