Plan Ledger DOL Form 5500 · updated monthly

First to Serve401(k)

FIRST TO SERVE 401(K) PROFIT SHARING PLAN & TRUST · LOS ANGELES, CA · plan year 2022

Reported admin expense ratio · 2022
1.55%

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

First to Serve reported $3,997 in plan administrative expenses for 2022: 1.55% of average plan assets, above the peer median. Employer contributions averaged $0 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 professional & technical services employers. By assets it is among the smaller plans on file in California (9,198th of 9,483), and 11,507th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$279,900
Participants with balances65
Active participants212
Employer contributions$0
Employee contributions$121,830
Employer contribution per active participant$0
Average account balance$4,306
Benefits paid to participants$22,293
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,392
Investment management$605
Total administrative$3,997
The First to Serve 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

First to Serve's 2022 employer contribution ran below the $331 median for plans its size, in the bottom quarter of its peers. 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$3,997 · 1.55%
Same employer
Similar plansProfessional & Technical Services · California
R L Harris Wortham CA$395K · 1.31%
Land Ocean Inc CA$353K · 2.35%
Vtr, Inc. CA$301K · 0.86%
Sweda Company LLC CA$268K · 0.54%
Kmb Concepts LLC CA$262K · 0.43%
Arm Management Inc CA$248K · 1.85%
Diamond Peo, LLC CA$248K · 14.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 912167028 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.