Plan Ledger DOL Form 5500 · updated monthly

Gee Whiz II, LLC.401(k)

AUVIL FRUIT 401(K) PLAN · ORONDO, WA · plan year 2023

Reported admin expense ratio · 2023
0.76%

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

Gee Whiz II, LLC. reported $60,038 in plan administrative expenses for 2023: 0.76% of average plan assets, above the peer median. Employer contributions averaged $428 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.

Across the 2 years on file its reported administrative ratio rose from 0.76% to 0.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Washington (1,138th of 1,714), and 495th of 945 in agriculture, forestry & fishing. In 2023, employees put in $1.50 for every $1.00 the employer contributed; active participation has grown from 520 to 1,248 since 2022.

Plan summary
Net assets, end of year$8,800,750
Participants with balances275
Active participants1,248
Employer contributions$534,166
Employee contributions$803,305
Employer contribution per active participant$428
Average account balance$32,003
Benefits paid to participants$534,170
Plan auditDisclaimer of opinion
AuditorLARSON GROSS PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 246 accts · $497K emplr
2023$8.8M · 275 accts · $534K emplr
2022$6.9M · 277 accts · $507K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$36,679
Investment management$23,359
Total administrative$60,038
The Gee Whiz II, LLC. 401(k) match · 2023
Employer contribution per active participant$428
Median for plans this size$1,308
2024$390 per active participant
2023$428 per active participant
2022$975 per active participant

Gee Whiz II, LLC.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
JOHN HANCOCK LIFE INSURANCE · Recordkeeping · Investment management$3,825
LPL FINANCIAL · Investment advisory (participants)$23,359
BENEFITS2 ADMINISTRATORS LLC · Contract administrator$6,315

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$68,796 · 0.81%
2023$60,038 · 0.76%
2022$55,693 · 0.76%
Same employer
Similar plansAgriculture, Forestry & Fishing · Washington
Enfield Farms, Inc. WA$10.1M · 0.15%
Matson Fruit Company WA$9.6M · 0.79%
Legacy Fruit, LLC WA$8.8M · 0.47%
Bleyhl Farm Service, Inc WA$8.8M · 0.38%
Schenk Packing Co., Inc. WA$7.7M · 0.31%
Mercer Ranches, Inc. WA$7.6M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 842651299 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.