Plan Ledger DOL Form 5500 · updated monthly

Santa Fe Mercados Inc401(k)

SANTA FE MERCADO CARNICERIA · SAN JOSE, CA · plan year 2022

Reported admin expense ratio · 2022
0.57%

Santa Fe Mercados Inc reported $516 in plan administrative expenses for 2022: 0.57% of average plan assets, below 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 retail trade employers. By assets it is among the smaller plans on file in California (9,345th of 9,483), and 5,172nd of 5,215 in retail trade.

Plan summary
Net assets, end of year$104,522
Participants with balances96
Active participants98
Employer contributions—
Employee contributions$49,379
Employer contribution per active participant—
Average account balance$1,089
Benefits paid to participants$3,331
Plan auditUnmodified (clean) audit opinion
AuditorPLANCHECK CPAS, LLC
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$516 · 0.57%
Same employer
Similar plansRetail Trade · California
Jokr US Corp CA$138K · 0.22%
FAB4 LLC CA$135K · 1.18%
Sugared + Bronzed LLC CA$129K · 2.03%
Danros, LLC CA$87K · 2.15%
Yummy Foods LLC CA$58K · 0.75%
2ND Street USA Inc CA$42K · 0.38%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 205347621 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.