Plan Ledger DOL Form 5500 · updated monthly

Keep IT Here401(k)

KEEP IT HERE 401(K) PROFIT SHARING PLAN & TRUST · LOS ANGELES, CA · plan year 2022

Reported admin expense ratio · 2022
2.10%

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

Keep IT Here reported $1,326 in plan administrative expenses for 2022: 2.10% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 2.10% to 4.69%. The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (9,374th of 9,483), and 13,627th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$69,770
Participants with balances184
Active participants14
Employer contributions$0
Employee contributions$38,882
Employer contribution per active participant$0
Average account balance$379
Benefits paid to participants$14,066
Plan auditUnmodified (clean) audit opinion
AuditorPLANCHEC(K) CPAS, LLC
Plan history2
Yearassets · accounts · employer contribution
2023$65K · 167 accts
2022$70K · 184 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,290
Investment management$36
Total administrative$1,326
The Keep IT Here 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Keep IT Here'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 history2
2023$3,151 · 4.69%
2022$1,326 · 2.10%
Similar plansManufacturing · California
Avc Corp CA$128K · 0.32%
Shaw Bakers LLC CA$112K · 0.93%
Net Shapes, Inc. CA$109K · 0.36%
Terra Universal, Inc. CA$56K · 0.29%
Aviator Nation, Inc. CA$35K · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 275454107 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.