Plan Ledger DOL Form 5500 · updated monthly

P.W. Stephens Environmental, Inc401(k)

P.W. STEPHENS ENVIRONMENTAL, INC. 401(K) PLAN · HUNTINGTON BEACH, CA · plan year 2023

Reported admin expense ratio · 2023
0.33%

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

P.W. Stephens Environmental, Inc reported $33,080 in plan administrative expenses for 2023: 0.33% of average plan assets, below the peer median. Employer contributions averaged $1,353 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 2 years on file its reported administrative ratio has held roughly steady near 0.331%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (5,189th of 9,483), and the 948th of 2,534 in administrative & support services. In 2023, employees put in $2.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,024,381
Participants with balances88
Active participants230
Employer contributions$311,200
Employee contributions$679,977
Employer contribution per active participant$1,353
Average account balance$125,277
Benefits paid to participants$336,254
Plan auditUnmodified (clean) audit opinion
AuditorDAVID L. BUCK
Plan history2
Yearassets · accounts · employer contribution
2023$11.0M · 88 accts · $311K emplr
2022$8.9M · 105 accts · $285K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,502
Investment management$29,578
Total administrative$33,080
The P.W. Stephens Environmental, Inc 401(k) match · 2023
Employer contribution per active participant$1,353
Median for plans this size$1,308
2023$1,353 per active participant
2022$1,424 per active participant

P.W. Stephens Environmental, Inc's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
PENSIONMARK FINANCIAL GROUP, LLC · Recordkeeping · Trustee$29,578
ADP, INC. · Loan processing · Recordkeeping$3,502
ADP BROKER-DEALERindirect comp

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

Administrative cost history2
2023$33,080 · 0.33%
2022$31,808 · 0.33%
Similar plansAdministrative & Support Services · California
Bluestar Resort & Golf LLC CA$11.7M · 0.64%
Servicon Systems, Inc. CA$11.2M · 0.02%
Curative Inc. CA$10.1M · 1.91%
Hybe America Inc. CA$10.1M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262908551 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.