Plan Ledger DOL Form 5500 · updated monthly

Perrin Bernard Supowitz, Inc. dba Individual Foodservice401(k)

INDIVIDUAL FOODSERVICE 401(K) PLAN · BELL, CA · plan year 2022

Reported admin expense ratio · 2022
0.59%

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

Perrin Bernard Supowitz, Inc. dba Individual Foodservice reported $96,004 in plan administrative expenses for 2022: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,629 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 wholesale trade employers. By assets it is the 4,139th-largest of 9,483 plans among California employers on file, and 2,216th of 4,246 in wholesale trade. In 2022, employees put in $2.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,511,144
Participants with balances275
Active participants326
Employer contributions$530,965
Employee contributions$1,281,031
Employer contribution per active participant$1,629
Average account balance$60,041
Benefits paid to participants$1,846,579
Plan auditUnmodified (clean) audit opinion
AuditorRIVERA, JAMJIAN & ASSOCIATES, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$41,756
Investment management$49,948
Total administrative$96,004
The Perrin Bernard Supowitz, Inc. dba Individual Foodservice 401(k) match · 2022
Employer contribution per active participant$1,629
Median for plans this size$2,266

Perrin Bernard Supowitz, Inc. dba Individual Foodservice's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$96,004 · 0.59%
All plans at this employer2
INDIVIDUAL FOODSERVICE UNION RETIREMENT PLAN401(k)
INDIVIDUAL FOODSERVICE 401(K) PLAN401(k)
Similar plansWholesale Trade · California
Gold Star Foods CA$17.6M · 0.96%
Feit Electric Company, Inc. CA$17.3M · 0.01%
The Gehr Group, Inc. CA$16.4M · 0.14%
Cordelia Lighting, Inc. CA$16.2M · 0.23%
Hikvision USA Inc. CA$16.2M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 954573349 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.