Plan Ledger DOL Form 5500 · updated monthly

Perian Management Company LLC401(k)

PERIAN MANAGEMENT COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST · VAN NUYS, CA · plan year 2022

Reported admin expense ratio · 2022
2.88%

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

Perian Management Company LLC reported $3,426 in plan administrative expenses for 2022: 2.88% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 accommodation & food services employers. By assets it is among the smaller plans on file in California (9,300th of 9,483), and 2,090th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$146,429
Participants with balances36
Active participants300
Employer contributions$0
Employee contributions$80,579
Employer contribution per active participant$0
Average account balance$4,067
Benefits paid to participants$18,815
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,403
Investment management$23
Total administrative$3,426
The Perian Management Company LLC 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Perian Management Company LLC's 2022 employer contribution ran below the $331 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,426 · 2.88%
Similar plansAccommodation & Food Services · California
Verve LLC CA$248K · 0.38%
Tpc Group Corp CA$209K · 0.11%
Vch Partners Inc. CA$151K · 0.35%
Macpizza, LLC CA$142K · 0.58%
T&K LP CA$141K · 1.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461518231 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.