R L Harris Wortham401(k)
R L HARRIS WORTHAM 401(K) PROFIT SHARING PLAN & TRUST · INGLEWOOD, CA · plan year 2021
Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works
R L Harris Wortham reported $4,365 in plan administrative expenses for 2021: 1.31% of average plan assets, above the peer median. Employer contributions averaged $0 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 1.20% to 1.31%. The plan sits in the under $1M size bracket, benchmarked here against 93 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (9,140th of 9,483), and 11,464th of 11,654 in professional & technical services.
R L Harris Wortham's 2021 employer contribution ran below the $275 median for plans its size, in the bottom 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.
Annual cost at the plan's reported 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 954876401 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.