Plan Ledger DOL Form 5500 · updated monthly

Maximum Wholesale Inc401(k)

AMMO BROTHERS 401(K) PLAN · ONTARIO, CA · plan year 2022

Reported admin expense ratio · 2022
0.54%

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

Maximum Wholesale Inc reported $10,374 in plan administrative expenses for 2022: 0.54% of average plan assets, above the peer median. Employer contributions averaged $696 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.

Across the 1 year on file its reported administrative ratio rose from 0.54% to 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (8,354th of 9,483), and 4,695th of 5,215 in retail trade. In 2022, employees put in $2.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,884,323
Participants with balances103
Active participants98
Employer contributions$68,184
Employee contributions$187,673
Employer contribution per active participant$696
Average account balance$18,294
Benefits paid to participants$47,178
Plan auditUnmodified (clean) audit opinion
AuditorALEXANDER & WILLIAMS, LLC
Plan history2
Yearassets · accounts · employer contribution
2023$1.5M · 52 accts · $49K emplr
2022$1.9M · 103 accts · $68K emplr
Administrative expenses, itemized · 2022
Investment management$10,374
Total administrative$10,374
The Maximum Wholesale Inc 401(k) match · 2022
Employer contribution per active participant$696
Median for plans this size$1,114
2023$540 per active participant
2022$696 per active participant

Maximum Wholesale Inc's 2022 employer contribution ran below the $1,114 median for plans its size. 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 history2
2023$10,576 · 0.62%
2022$10,374 · 0.54%
Similar plansRetail Trade · California
Thistle Health Inc. CA$2.0M · 1.98%
The Woodlands Store, Inc. CA$1.9M · 0.05%
Oso Home Care, Inc. CA$1.9M · 0.01%
Wish Automotive, Inc. CA$1.9M · 1.96%
Airport Appliance, Inc. CA$1.9M · 1.19%
Seidner-Miller, Inc CA$1.8M · 2.21%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 680562433 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.