Plan Ledger DOL Form 5500 · updated monthly

Shemran Inc401(k)

SHEMRAN INC 401(K) PROFIT SHARING PLAN & TRUST · POWAY, CA · plan year 2022

Reported admin expense ratio · 2022
0.58%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Shemran Inc reported $25,542 in plan administrative expenses for 2022: 0.58% of average plan assets, above the peer median. Employer contributions averaged $755 per active participant. 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 retail trade employers. By assets it is among the smaller plans on file in California (7,301st of 9,483), and 3,985th of 5,215 in retail trade. In 2022, employees put in $2.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,230,935
Participants with balances98
Active participants225
Employer contributions$169,892
Employee contributions$400,237
Employer contribution per active participant$755
Average account balance$43,173
Benefits paid to participants$238,779
Plan auditUnmodified (clean) audit opinion
AuditorPORTER & HUNT, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$8,752
Investment management$16,790
Total administrative$25,542
The Shemran Inc 401(k) match · 2022
Employer contribution per active participant$755
Median for plans this size$1,114

Shemran Inc's 2022 employer contribution ran below the $1,114 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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$25,542 · 0.58%
Same employer
Similar plansRetail Trade · California
Obriens Market, Inc. CA$4.3M · 0.68%
Shift Technologies, Inc. CA$4.3M · 0.65%
F.Radich Motors, Inc. CA$4.1M · 0.01%
Friar Tux Shop CA$4.1M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953299909 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.