Plan Ledger DOL Form 5500 · updated monthly

Inwesco, Inc.401(k)

INWESCO INCORPORATED 401(K) EMPLOYEE SAVINGS PLAN AND TRUST · AZUSA, CA · plan year 2022

Reported admin expense ratio · 2022
0.86%

Inwesco, Inc. reported $14,763 in plan administrative expenses for 2022: 0.86% of average plan assets, higher 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.

Across the 1 year on file its reported administrative ratio rose from 0.86% to 1.33%. 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 (8,491st of 9,483), and 2,945th of 3,341 in other services. In 2022, the employer put in $8.52 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$1,615,310
Participants with balances144
Active participants0
Employer contributions$152,959
Employee contributions$17,950
Employer contribution per active participant—
Average account balance$11,217
Benefits paid to participants$86,003
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$1.5M · 114 accts
2022$1.6M · 144 accts · $153K emplr
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 history2
2023$20,443 · 1.33%
2022$14,763 · 0.86%
Similar plansOther Services · California
Smm Facilities, Inc. CA$1.7M · 0.78%
Anti Recidivism Coalition CA$1.7M · 0.29%
Epost Global LLC CA$1.7M · 0.44%
S Bravo Systems Inc. CA$1.6M · 0.59%
Skyview Memorial Lawn CA$1.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953319063 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.