Plan Ledger DOL Form 5500 · updated monthly

Lauberge de Sonoma Management L401(k)

L' AUBERGE DE SONOMA 401(K) & PROFIT SHARING PLAN · SONOMA, CA · plan year 2022

Reported admin expense ratio · 2022
0.58%

Lauberge de Sonoma Management L reported $4,222 in plan administrative expenses for 2022: 0.58% of average plan assets, below the peer median. 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 (9,023rd of 9,483), and 1,867th of 2,240 in accommodation & food services. In 2022, employees put in $1.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$610,164
Participants with balances51
Active participants0
Employer contributions$31,086
Employee contributions$47,985
Employer contribution per active participant—
Average account balance$11,964
Benefits paid to participants$189,385
Plan auditUnmodified (clean) audit opinion
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$4,222 · 0.58%
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Source: U.S. Department of Labor, Form 5500 series, EIN 611855360 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.