Plan Ledger DOL Form 5500 · updated monthly

La Verne Nursery401(k)

LA VERNE PROFIT SHARING 401(K) PLAN · PIRU, CA · plan year 2022

Reported admin expense ratio · 2022
1.91%

La Verne Nursery reported $18,078 in plan administrative expenses for 2022: 1.91% 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (9,115th of 9,483), and 4,193rd of 4,246 in wholesale trade. In 2022, employees put in $4.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$439,685
Participants with balances38
Active participants0
Employer contributions$9,186
Employee contributions$36,746
Employer contribution per active participant—
Average account balance$11,571
Benefits paid to participants$782,466
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$3,751
Total administrative$18,078
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$18,078 · 1.91%
Similar plansWholesale Trade · California
Humble Sea, Inc. CA$1.0M · 2.27%
Ci Distribution CA$881K · 0.57%
Starship Technologies Inc CA$730K · 0.18%
Starco Enterprises, Inc. CA$705K · 0.18%
Saddlemen Corporation CA$377K · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953558950 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.