Plan Ledger DOL Form 5500 · updated monthly

Marcos & Javiers LLC401(k)

MARCOS & JAVIERS LLC 401(K) PROFIT SHARING PLAN & TRUST · IRVINE, CA · plan year 2022

Reported admin expense ratio · 2022
0.44%

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

Marcos & Javiers LLC reported $2,301 in plan administrative expenses for 2022: 0.44% of average plan assets, below the peer median. 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.

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 (9,053rd of 9,483), and 13,449th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$543,362
Participants with balances36
Active participants832
Employer contributions$0
Employee contributions$167,105
Employer contribution per active participant$0
Average account balance$15,093
Benefits paid to participants$39,064
Plan auditUnmodified (clean) audit opinion
AuditorBPM LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,884
Investment management$417
Total administrative$2,301
The Marcos & Javiers LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Marcos & Javiers LLC'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 history1
2022$2,301 · 0.44%
Same employer
Similar plansManufacturing · California
Cosmetic Group USA, Inc. CA$574K · 1.90%
Better Built Truss, LLC CA$553K · 0.94%
Steelworks Etc. Inc. CA$549K · 1.87%
Belching Beaver, Inc. CA$514K · 0.52%
Nutrition Corp, Inc. CA$497K · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 861075073 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.