Plan Ledger DOL Form 5500 · updated monthly

Patton Sales Corporation401(k)

PATTON SALES CORPORATION 401(K) PROFIT SHARING PLAN · ONTARIO, CA · plan year 2022

Reported admin expense ratio · 2022
0.30%

Patton Sales Corporation reported $13,071 in plan administrative expenses for 2022: 0.30% 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (7,365th of 9,483), and 3,783rd of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$4,052,805
Participants with balances73
Active participants109
Employer contributions—
Employee contributions$294,192
Employer contribution per active participant—
Average account balance$55,518
Benefits paid to participants$369,308
Plan auditUnmodified (clean) audit opinion
AuditorROSE SNYDER JACOBS LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,707
Professional / advisory$8,339
Total administrative$13,071
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$13,071 · 0.30%
Similar plansWholesale Trade · California
Ilia, Inc. CA$4.1M · 0.12%
G.B.T Inc. (USA) CA$4.1M · 0.10%
Bobcat Central Inc CA$4.0M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952047681 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.