Plan Ledger DOL Form 5500 · updated monthly

Overton Security Services, Inc.401(k)

OVERTON SECURITY 401(K) PLAN · FREMONT, CA · plan year 2022

Reported admin expense ratio · 2022
1.13%

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

Overton Security Services, Inc. reported $6,695 in plan administrative expenses for 2022: 1.13% of average plan assets, above the peer median. Employer contributions averaged $504 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (8,997th of 9,483), and 2,292nd of 2,534 in administrative & support services. In 2022, employees put in $2.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$646,957
Participants with balances30
Active participants136
Employer contributions$68,486
Employee contributions$156,548
Employer contribution per active participant$504
Average account balance$21,565
Benefits paid to participants$11,522
Plan auditUnmodified (clean) audit opinion
AuditorLENNY YEH, INC.
Administrative expenses, itemized · 2022
Investment management$6,695
Total administrative$6,695
The Overton Security Services, Inc. 401(k) match · 2022
Employer contribution per active participant$504
Median for plans this size$331

Overton Security Services, Inc.'s 2022 employer contribution ran above the $331 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$6,695 · 1.13%
Similar plansAdministrative & Support Services · California
Pogo, Inc. CA$702K · 2.12%
Jln Enterprises, LP CA$690K · 2.44%
Rmi International Inc. CA$651K · 1.42%
Burgeon Hotel Group Corp. CA$503K · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943322083 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.