Plan Ledger DOL Form 5500 · updated monthly

Orw USA, Inc.401(k)

ORW USA 401K · COMPTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

Orw USA, Inc. reported $8,301 in plan administrative expenses for 2024: 0.28% of average plan assets, below 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.

Across the 2 years on file its reported administrative ratio rose from 0.04% to 0.28%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (7,180th of 9,483), and 3,910th of 5,215 in retail trade. active participation has grown from 106 to 484 since 2022.

Plan summary
Net assets, end of year$4,506,612
Participants with balances240
Active participants484
Employer contributions—
Employee contributions$375,540
Employer contribution per active participant—
Average account balance$18,778
Benefits paid to participants$254,814
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 240 accts
2023$1.4M · 155 accts
2022$1.2M · 119 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,915
Investment management$6,386
Total administrative$8,301
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
JOHN HANCOCK · Recordkeeping · Loan processing$1,570
ADP, INC. · Loan processing · Recordkeeping$345
ADP BROKER-DEALER · Other services$1,785

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, John Hancock
2023ADP

This plan has changed recordkeepers within these filings. If you left Orw USA, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$8,301 · 0.28%
2023$705 · 0.05%
2022$540 · 0.04%
Same employer
Similar plansRetail Trade · California
Johnny Was, LLC CA$4.5M · 0.86%
Keller Motors CA$4.5M · 0.09%
Headlands Ventures LLC CA$4.4M · 0.46%
Omaze, Inc. CA$4.4M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843401387 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.