Plan Ledger DOL Form 5500 · updated monthly

Simpson Irvine, Inc.401(k)

SIMPSON CHEVROLET OF IRVINE 401(K) PROFIT SHARING PLAN · IRVINE, CA · plan year 2022

Reported admin expense ratio · 2022
0.58%

Simpson Irvine, Inc. reported $16,184 in plan administrative expenses for 2022: 0.58% 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 retail trade employers. By assets it is among the smaller plans on file in California (7,983rd of 9,483), and 4,448th of 5,215 in retail trade.

Plan summary
Net assets, end of year$2,717,399
Participants with balances95
Active participants119
Employer contributions—
Employee contributions$490,874
Employer contribution per active participant—
Average account balance$28,604
Benefits paid to participants$128,193
Plan auditUnmodified (clean) audit opinion
AuditorCASSELL PLAN AUDITS, INC.
Administrative expenses, itemized · 2022
Investment management$9,351
Total administrative$16,184
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$16,184 · 0.58%
Similar plansRetail Trade · California
Skin Laundry CA$2.8M · 0.20%
Amain Com Inc CA$2.8M · 1.06%
Smothers & White, Inc. CA$2.8M · 0.58%
Kdw Automotive Inc. CA$2.7M · 0.60%
George Chevrolet CA$2.7M · 0.72%
Hardin Enterprises, Inc. CA$2.6M · 1.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810894265 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.