Plan Ledger DOL Form 5500 · updated monthly

Southwest Protective Services401(k)

SOUTHWEST PROTECTIVE SERVICES 401(K) PROFIT SHARING PLAN AND TRUST · EL CENTRO, CA · plan year 2022

Reported admin expense ratio · 2022
11.47%

Southwest Protective Services reported $7,255 in plan administrative expenses for 2022: 11.47% 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (9,382nd of 9,483), and 2,494th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$63,960
Participants with balances16
Active participants183
Employer contributions—
Employee contributions$16,650
Employer contribution per active participant—
Average account balance$3,998
Plan auditUnmodified (clean) audit opinion
AuditorLING & BOUMAN CPA'S LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$6,682
Investment management$573
Total administrative$7,255
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$7,255 · 11.47%
Similar plansAdministrative & Support Services · California
Tests Assured CA$116K · 0.15%
Intrepid Personnel LLC CA$21K · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474649951 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.