Plan Ledger DOL Form 5500 · updated monthly

Northwest General Engineering401(k)

NWGE 401(K) PLAN · SANTA ROSA, CA · plan year 2022

Reported admin expense ratio · 2022
0.41%

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

Northwest General Engineering reported $19,969 in plan administrative expenses for 2022: 0.41% of average plan assets, below the peer median. Employer contributions averaged $1,364 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (7,262nd of 9,483), and 10,056th of 11,654 in professional & technical services. In 2022, employees put in $1.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,317,917
Participants with balances75
Active participants115
Employer contributions$156,819
Employee contributions$300,865
Employer contribution per active participant$1,364
Average account balance$57,572
Benefits paid to participants$361,005
Plan auditUnmodified (clean) audit opinion
AuditorHUBER, ERICKSON & BOWMAN, LLC
Administrative expenses, itemized · 2022
Investment management$19,969
Total administrative$19,969
The Northwest General Engineering 401(k) match · 2022
Employer contribution per active participant$1,364
Median for plans this size$1,114

Northwest General Engineering's 2022 employer contribution ran above 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 history1
2022$19,969 · 0.41%
Same employer
Similar plansProfessional & Technical Services · California
Del Oro Consulting CA$4.4M · 0.52%
Deputy Corporation CA$4.4M · 0.16%
3PL Central, LLC CA$4.3M · 0.70%
Infinitus Systems, Inc CA$4.3M · 0.48%
Ispace, Inc. CA$4.3M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680454297 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.