Plan Ledger DOL Form 5500 · updated monthly

Pdq Enterprises, IncProfit-sharing plan

PDQ ENTERPRISES, INC. PROFIT SHARING PLAN · SANTA FE SPRINGS, CA · plan year 2023

Reported admin expense ratio · 2023
0.21%

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

Pdq Enterprises, Inc reported $25,326 in plan administrative expenses for 2023: 0.21% of average plan assets, below the peer median. Employer contributions averaged $4,306 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 1 year on file its reported administrative ratio fell from 0.58% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other other services employers. By assets it is the 4,490th-largest of 9,483 plans among California employers on file, and the 1,328th of 3,341 in other services. In 2023, employees put in $1.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,344,149
Participants with balances288
Active participants247
Employer contributions$1,063,541
Employee contributions$1,420,315
Employer contribution per active participant$4,306
Average account balance$49,806
Benefits paid to participants$520,585
Plan auditUnmodified (clean) audit opinion
AuditorLSL, LLP
Plan history2
Yearassets · accounts · employer contribution
2023$14.3M · 288 accts · $1.1M emplr
2022$9.3M · 183 accts · $1.0M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,099
Investment management$20,227
Total administrative$25,326
Employer contributions to the Pdq Enterprises, Inc plan · 2023
Employer contribution per active participant$4,306
Median for plans this size$2,440
2023$4,306 per active participant
2022$6,329 per active participant

Pdq Enterprises, Inc's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
FIDELITY INVESTMENTS INSTITUTIONAL · Recordkeeping$5,099
OPPENHEIMER & CO INC. · Investment advisory (plan)$20,227

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$25,326 · 0.21%
2022$53,680 · 0.58%
Same employer
Similar plansOther Services · California
Team San Jose CA$14.6M · 0.33%
Hk Enterprises, Inc. CA$14.6M · 0.14%
Unico Mechanical Corp. CA$14.4M · 0.42%
El Proyecto Del Barrio,Inc. CA$14.4M · 0.14%
East Lawn, Inc. CA$14.3M · 0.34%
Inglewood Park Cemetery CA$13.9M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952128775 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.