Plan Ledger DOL Form 5500 · updated monthly

S.A. Piazza and Associates, Inc.401(k)

S.A. PIAZZA & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST · CLACKAMAS, OR · plan year 2022

Reported admin expense ratio · 2022
0.55%

S.A. Piazza and Associates, Inc. reported $10,253 in plan administrative expenses for 2022: 0.55% 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 accommodation & food services employers. By assets it is among the smaller plans on file in Oregon (917th of 1,021), and 1,511th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$1,714,077
Participants with balances29
Active participants141
Employer contributions—
Employee contributions$136,934
Employer contribution per active participant—
Average account balance$59,106
Benefits paid to participants$28,342
Plan auditUnmodified (clean) audit opinion
AuditorKBF CPAS LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$237
Investment management$9,916
Total administrative$10,253
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$10,253 · 0.55%
Similar plansAccommodation & Food Services · Oregon
The Allison Inn & Spa LLC OR$2.5M · 0.79%
Pig 'N Pancake Inc OR$2.4M · 0.78%
Neuman Hotel Group, LLC OR$2.0M · 0.80%
Fivespice LLC OR$437K · 4.92%
Northwest Group Inc OR$337K · 0.53%
Mb Restaurants, LLC OR$107K · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 874156667 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.