Plan Ledger DOL Form 5500 · updated monthly

Red Oak Tech, Inc.401(k)

RED OAK TECH, INC. 401(K) PS PLAN · SAN JOSE, CA · plan year 2022

Reported admin expense ratio · 2022
0.77%

Red Oak Tech, Inc. reported $24,035 in plan administrative expenses for 2022: 0.77% of average plan assets, above the peer median. 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (7,957th of 9,483), and 10,624th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$2,774,350
Participants with balances92
Active participants160
Employer contributions—
Employee contributions$635,793
Employer contribution per active participant—
Average account balance$30,156
Benefits paid to participants$809,840
Plan auditUnmodified (clean) audit opinion
AuditorAUDIT AND TAX SOLUTIONS CPAS
Administrative expenses, itemized · 2022
Professional / advisory$24,035
Total administrative$24,035
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$24,035 · 0.77%
Similar plansProfessional & Technical Services · California
Revolution Media, Inc. CA$2.9M · 0.57%
West Coast Services LLC CA$2.8M · 0.90%
Branded Group, Inc. CA$2.8M · 1.46%
Klearnow Corporation CA$2.8M · 1.28%
Parsable, Inc. CA$2.7M · 0.58%
Apn Software Services CA$2.7M · 0.33%
Direct Edge Media, Inc. CA$2.7M · 1.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463744202 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.