Plan Ledger DOL Form 5500 · updated monthly

Lita and Ava, Inc.401(k)

LITA AND AVA, INC 401(K) PROFIT SHARING PLAN · SAN JOSE, CA · plan year 2022

Reported admin expense ratio · 2022
0.68%

Lita and Ava, Inc. reported $9,066 in plan administrative expenses for 2022: 0.68% of average plan assets, above 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,689th of 9,483), and 10,689th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,239,384
Participants with balances25
Active participants121
Employer contributions—
Employee contributions$115,152
Employer contribution per active participant—
Average account balance$49,575
Benefits paid to participants$76,458
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$9,066
Total administrative$9,066
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$9,066 · 0.68%
Similar plansHealth Care & Social Assistance · California
Ucp of Orange County CA$1.3M · 0.44%
Unicare Inc CA$1.2M · 1.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263488206 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.