Plan Ledger DOL Form 5500 · updated monthly

Pouring With Heart, LLC401(k)

POURING WITH HEART 401(K) PLAN · LOS ANGELES, CA · plan year 2022

Reported admin expense ratio · 2022
0.19%

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

Pouring With Heart, LLC reported $1,760 in plan administrative expenses for 2022: 0.19% of average plan assets, lower than ~75% of peers. Employer contributions averaged $444 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 (8,800th of 9,483), and 1,712th of 2,240 in accommodation & food services. In 2022, employees put in $1.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,063,285
Participants with balances58
Active participants372
Employer contributions$165,065
Employee contributions$305,250
Employer contribution per active participant$444
Average account balance$18,333
Benefits paid to participants$20,190
Plan auditUnmodified (clean) audit opinion
AuditorBONN, DIOGUARDI & RAY, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,760
Total administrative$1,760
The Pouring With Heart, LLC 401(k) match · 2022
Employer contribution per active participant$444
Median for plans this size$331

Pouring With Heart, LLC's 2022 employer contribution ran above the $331 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$1,760 · 0.19%
Same employer
Similar plansAccommodation & Food Services · California
Sea Eagle, LP CA$1.1M · 1.91%
Mendocino Farms, LLC CA$1.1M · 1.22%
Prospera Hotels, Inc. CA$987K · 0.35%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 841914414 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.