Plan Ledger DOL Form 5500 · updated monthly

Sea Eagle, LP401(k)

SEA EAGLE, LP 401(K) PLAN · SANTA CRUZ, CA · plan year 2022

Reported admin expense ratio · 2022
1.91%

Sea Eagle, LP reported $22,273 in plan administrative expenses for 2022: 1.91% of average plan assets, higher than ~90% of peers. 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 California (8,767th of 9,483), and 1,692nd of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$1,120,903
Participants with balances36
Active participants114
Employer contributions—
Employee contributions$39,488
Employer contribution per active participant—
Average account balance$31,136
Benefits paid to participants$36,157
Plan auditUnmodified (clean) audit opinion
AuditorWALTER & KONDRASHEFF
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$22,273
Total administrative$22,273
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$22,273 · 1.91%
Similar plansAccommodation & Food Services · California
Cimmarusti Holdings, LLC CA$1.2M · 1.28%
Sushi Nozawa, LLC CA$1.2M · 0.16%
Mendocino Farms, LLC CA$1.1M · 1.22%
Pouring With Heart, LLC CA$1.1M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270179202 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.