Plan Ledger DOL Form 5500 · updated monthly

Kalaveras Hb Inc401(k)

KALAVERAS HB AND SP 401K PLAN · MONTEBELLO, CA · plan year 2022

Reported admin expense ratio · 2022
0.29%

Kalaveras Hb Inc reported $4 in plan administrative expenses for 2022: 0.29% 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in California (9,469th of 9,483), and 2,233rd of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$1,853
Participants with balances6
Active participants284
Employer contributions—
Employee contributions$1,083
Employer contribution per active participant—
Average account balance$309
Plan auditUnmodified (clean) audit opinion
AuditorMETZ & ASSOCIATES PLLC
Administrative expenses, itemized · 2022
Investment management$4
Total administrative$4
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$4 · 0.29%
Similar plansAccommodation & Food Services · California
Robert Ryan Preservati VA$2K · 4.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 825376007 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.