Plan Ledger DOL Form 5500 · updated monthly

Orange Coast Infiniti401(k)

ORANGE COAST INFINITI 401(K) PLAN · WESTMINSTER, CA · plan year 2022

Reported admin expense ratio · 2022
0.31%

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

Orange Coast Infiniti reported $3,862 in plan administrative expenses for 2022: 0.31% of average plan assets, below the peer median. Employer contributions averaged $401 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 retail trade employers. By assets it is among the smaller plans on file in California (8,772nd of 9,483), and 4,937th of 5,215 in retail trade. In 2022, employees put in $6.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,108,112
Participants with balances31
Active participants104
Employer contributions$41,664
Employee contributions$279,463
Employer contribution per active participant$401
Average account balance$35,746
Benefits paid to participants$245,245
Plan auditUnmodified (clean) audit opinion
AuditorTBD
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,862
Total administrative$3,862
The Orange Coast Infiniti 401(k) match · 2022
Employer contribution per active participant$401
Median for plans this size$1,114

Orange Coast Infiniti's 2022 employer contribution ran below the $1,114 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$3,862 · 0.31%
Similar plansRetail Trade · California
Sonic Lighting, Inc. CA$1.2M · 0.34%
Marketon, Inc. CA$1.2M · 0.90%
Win Chevrolet Inc CA$1.1M · 0.01%
La Reina Markets LLC CA$1.1M · 1.83%
Farmgirl Flowers Inc. CA$1.0M · 0.40%
Good Earth Natural Foods CA$1.0M · 1.46%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 274705388 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.