Plan Ledger DOL Form 5500 · updated monthly

Friends Outside401(k)

FRIENDS OUTSIDE PENSION PLAN · STOCKTON, CA · plan year 2022

Reported admin expense ratio · 2022
0.09%

Friends Outside reported $1,430 in plan administrative expenses for 2022: 0.09% of average plan assets, lower than ~75% 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 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,504th of 9,483), and 10,391st of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,588,598
Participants with balances73
Active participants93
Employer contributions—
Employee contributions$46,597
Employer contribution per active participant—
Average account balance$21,762
Benefits paid to participants$132,129
Plan auditUnmodified (clean) audit opinion
AuditorHEALY AND ASSOCIATES
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,430
Total administrative$1,430
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$1,430 · 0.09%
Similar plansHealth Care & Social Assistance · California
El Nido Family Centers CA$1.6M · 1.05%
Hired Hands, Inc. CA$1.6M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941539901 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.