Plan Ledger DOL Form 5500 · updated monthly

Perona, Langer, Beck, Serbin & Harrison401(k)

PERONA, LANGER, BECK, SERBIN & HARRISON 401K PROFIT SHARING PLAN · LONG BEACH, CA · plan year 2022

Reported admin expense ratio · 2022
0.34%

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

Perona, Langer, Beck, Serbin & Harrison reported $55,194 in plan administrative expenses for 2022: 0.34% of average plan assets, above the peer median. Employer contributions averaged $6,237 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,951st of 9,483), and 8,597th of 11,654 in professional & technical services. In 2022, employees put in $1.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,235,680
Participants with balances60
Active participants71
Employer contributions$442,854
Employee contributions$670,789
Employer contribution per active participant$6,237
Average account balance$137,261
Benefits paid to participants$1,346,220
Plan auditUnmodified (clean) audit opinion
AuditorSARNA AND COMPANY
The Perona, Langer, Beck, Serbin & Harrison 401(k) match · 2022
Employer contribution per active participant$6,237
Median for plans this size$2,266

Perona, Langer, Beck, Serbin & Harrison's 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$55,194 · 0.34%
Same employer
Similar plansProfessional & Technical Services · California
Arceo Labs Inc CA$8.3M · 0.51%
Petrol Advertising, Inc. CA$8.3M · 0.28%
Solo W-2, Inc. CA$8.2M · 0.30%
H.R. Options, Inc. CA$8.2M · 0.22%
4C Holdings, Inc. CA$8.1M · 0.18%
Snorkel Ai, Inc. CA$8.1M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953510853 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.