Plan Ledger DOL Form 5500 · updated monthly

Principal Service Solutions, Inc.401(k)

PRINCIPAL SERVICE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN AND TRUST · MODESTO, CA · plan year 2022

Reported admin expense ratio · 2022
0.24%

Principal Service Solutions, Inc. reported $1,255 in plan administrative expenses for 2022: 0.24% of average plan assets, lower than ~75% of peers. 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 administrative & support services employers. By assets it is among the smaller plans on file in California (9,083rd of 9,483), and 2,351st of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$485,377
Participants with balances30
Active participants193
Employer contributions—
Employee contributions$59,436
Employer contribution per active participant—
Average account balance$16,179
Benefits paid to participants$34,682
Plan auditUnmodified (clean) audit opinion
AuditorSCHWARTZ, GIANNINI, LANTSBERGER & A
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,255
Total administrative$1,255
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$1,255 · 0.24%
Same employer
Similar plansAdministrative & Support Services · California
Burgeon Hotel Group Corp. CA$503K · 0.59%
Talent & Acquisition LLC CA$482K · 1.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273617776 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.