Plan Ledger DOL Form 5500 · updated monthly

Prezero US. Inc.401(k)

PREZERO US. INC. 401(K) PLAN · JURUPA VALLEY, CA · plan year 2023

Reported admin expense ratio · 2023
0.56%

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

Prezero US. Inc. reported $22,125 in plan administrative expenses for 2023: 0.56% of average plan assets, above the peer median. Employer contributions averaged $1,884 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 rose from 0.56% to 0.87%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (7,274th of 9,483), and 3,740th of 4,246 in wholesale trade. In 2023, employees put in $1.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,299,048
Participants with balances158
Active participants145
Employer contributions$273,250
Employee contributions$391,814
Employer contribution per active participant$1,884
Average account balance$27,209
Benefits paid to participants$525,116
Plan auditUnmodified (clean) audit opinion
AuditorREDWITZ, INC.
Plan history2
Yearassets · accounts · employer contribution
2024$1.3M · 87 accts · $163K emplr
2023$4.3M · 158 accts · $273K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$22,125
Total administrative$22,125
The Prezero US. Inc. 401(k) match · 2023
Employer contribution per active participant$1,884
Median for plans this size$1,308
2024$1,600 per active participant
2023$1,884 per active participant

Prezero US. Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consulting$7,045
MMA SECURITIES LLC · Investment advisory (plan)$15,080

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024CPI QUALIFIED PLAN CONSULTANTS, INC
2023CPI QUALIFIED PLAN CONSULTANTS, INC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$24,603 · 0.87%
2023$22,125 · 0.56%
Same employer
Similar plansWholesale Trade · California
Zagami, Inc. CA$4.5M · 0.12%
Revchem Composites Inc CA$4.4M · 0.74%
Particle Industries, Inc CA$4.3M · 0.14%
Star Fisheries, Inc. CA$4.3M · 0.49%
Ilia, Inc. CA$4.1M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 301027582 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.