Plan Ledger DOL Form 5500 · updated monthly

Jwc Environmental, Inc.401(k)

JWC ENVIRONMENTAL 401(K) PLAN · SANTA ANA, CA · plan year 2023

Reported admin expense ratio · 2023
0.36%

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

Jwc Environmental, Inc. reported $52,915 in plan administrative expenses for 2023: 0.36% of average plan assets, above the peer median. Employer contributions averaged $2,279 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 1 year on file its reported administrative ratio rose from 0.24% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 4,299th-largest of 9,483 plans among California employers on file, and 6,923rd of 13,661 in manufacturing. In 2023, employees put in $2.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,564,812
Participants with balances140
Active participants154
Employer contributions$350,920
Employee contributions$900,357
Employer contribution per active participant$2,279
Average account balance$111,177
Benefits paid to participants$2,067,448
Plan auditUnmodified (clean) audit opinion
AuditorHAM, LANGSTON & BREZINA, LLP
Plan history2
Yearassets · accounts · employer contribution
2023$15.6M · 140 accts · $351K emplr
2022$13.9M · 146 accts · $319K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$52,915
Total administrative$52,915
The Jwc Environmental, Inc. 401(k) match · 2023
Employer contribution per active participant$2,279
Median for plans this size$2,440
2023$2,279 per active participant
2022$2,017 per active participant

Jwc Environmental, Inc.'s 2023 employer contribution ran below the $2,440 median for plans its size. 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 · 20234
LPL FINANCIAL SERVICES, LLC · Investment advisory (plan)$42,500
PENSION PROFESSIONALS, INC. · Contract administrator$5,131
WITHUM SMITH & BROWN, PC · Accounting / auditindirect comp

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

Administrative cost history2
2023$52,915 · 0.36%
2022$36,384 · 0.24%
Same employer
Similar plansManufacturing · California
Embee Processing CA$15.7M · 0.10%
Cicon Engineering Inc CA$15.7M · 0.38%
Jcm Industries, Inc. CA$15.7M · 0.35%
Zspace, Inc. CA$15.6M · 0.02%
Ayar Labs Inc CA$15.5M · 0.02%
Rivos Inc CA$15.5M · 0.02%
Atomica Corporation CA$15.5M · 0.34%
The Iris Group, Inc. CA$15.4M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452771126 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.