Plan Ledger DOL Form 5500 · updated monthly

Martinez & Turek, Inc.401(k)

MARTINEZ AND TUREK, INC 401(K) PROFIT SHARING PLAN · RIALTO, CA · plan year 2022

Reported admin expense ratio · 2022
0.72%

Martinez & Turek, Inc. reported $40,149 in plan administrative expenses for 2022: 0.72% 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 manufacturing employers. By assets it is among the smaller plans on file in California (6,916th of 9,483), and 11,066th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$5,277,918
Participants with balances65
Active participants96
Employer contributions—
Employee contributions$182,954
Employer contribution per active participant—
Average account balance$81,199
Benefits paid to participants$759,570
Plan auditUnmodified (clean) audit opinion
AuditorHALLIDAY & COMPANY, CPAS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$40,149
Total administrative$40,149
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$40,149 · 0.72%
Similar plansManufacturing · California
Nixon, Inc. CA$5.3M · 0.40%
Hobie Cat Company II, LLC CA$5.3M · 0.35%
Western Composites LLC CA$5.3M · 0.76%
Delta Trak, Inc. CA$5.3M · 0.26%
Three Sons, Inc. CA$5.2M · 0.05%
Fior Di Sole, LLC CA$5.2M · 0.79%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 953503508 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.