Plan Ledger DOL Form 5500 · updated monthly

Rose Bowl Aquatics Center401(k)

ROSE BOWL AQUATICS CENTER 401(K) PROFIT SHARING PLAN & TRUST · PASADENA, CA · plan year 2022

Reported admin expense ratio · 2022
1.02%

Rose Bowl Aquatics Center reported $2,324 in plan administrative expenses for 2022: 1.02% 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (9,248th of 9,483), and 13,572nd of 13,661 in manufacturing.

Plan summary
Net assets, end of year$217,046
Participants with balances85
Active participants147
Employer contributions—
Employee contributions$90,353
Employer contribution per active participant—
Average account balance$2,553
Benefits paid to participants$65,695
Plan auditUnmodified (clean) audit opinion
AuditorHAYNIE & COMPANY, CPAS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,330
Investment management$994
Total administrative$2,324
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$2,324 · 1.02%
Similar plansManufacturing · California
Artisan Bakers CA$230K · 0.04%
Riepen LLC CA$222K · 1.28%
Anillo Industries Inc CA$222K · 0.36%
Xilinx, Inc. CA$192K · 0.02%
Wcrb, Inc. CA$150K · 2.38%
Avc Corp CA$128K · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953994788 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.