Plan Ledger DOL Form 5500 · updated monthly

Guardsmark, (Puerto Rico) LLCProfit-sharing plan

GUARDSMARK, (PUERTO RICO) LLC EMPLOYEE RETIREMENT SAVINGS PLAN · SANTA ANA, CA · plan year 2022

Reported admin expense ratio · 2022
0.29%

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

Guardsmark, (Puerto Rico) LLC reported $842 in plan administrative expenses for 2022: 0.29% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3 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 administrative & support services employers. By assets it is among the smaller plans on file in California (9,219th of 9,483), and 2,420th of 2,534 in administrative & support services. In 2022, employees put in $10.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$252,384
Participants with balances23
Active participants260
Employer contributions$793
Employee contributions$8,349
Employer contribution per active participant$3
Average account balance$10,973
Benefits paid to participants$44,922
Plan auditUnmodified (clean) audit opinion
AuditorWITHUM SMITH+BROWN, PC
Administrative expenses, itemized · 2022
Professional / advisory$842
Total administrative$842
Employer contributions to the Guardsmark, (Puerto Rico) LLC plan · 2022
Employer contribution per active participant$3
Median for plans this size$331

Guardsmark, (Puerto Rico) LLC'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$842 · 0.29%
Similar plansAdministrative & Support Services · California
Treeline Inc. CA$373K · 1.77%
Tech Firefly CA$368K · 2.18%
Renoir Staffing, LLC. CA$276K · 2.38%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 621825290 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.