Plan Ledger DOL Form 5500 · updated monthly

Specialized Retail Stores Midwest LLC401(k)

SPECIALIZED RETAIL STORES MIDWEST LLC 401(K) PLAN · COSTA MESA, CA · plan year 2022

Reported admin expense ratio · 2022
0.05%

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

Specialized Retail Stores Midwest LLC reported $949 in plan administrative expenses for 2022: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,672 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 wholesale trade employers. By assets it is among the smaller plans on file in California (8,342nd of 9,483), and 4,046th of 4,246 in wholesale trade. In 2022, employees put in $1.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,923,114
Participants with balances391
Active participants286
Employer contributions$478,112
Employee contributions$549,483
Employer contribution per active participant$1,672
Average account balance$4,918
Benefits paid to participants$248,470
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $395K emplr
2022$1.9M · 391 accts · $478K emplr
Administrative expenses, itemized · 2022
Investment management$949
Total administrative$949
The Specialized Retail Stores Midwest LLC 401(k) match · 2022
Employer contribution per active participant$1,672
Median for plans this size$1,114

Specialized Retail Stores Midwest LLC's 2022 employer contribution ran above 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 history2
2023Not separately reported
2022$949 · 0.05%
Similar plansWholesale Trade · California
Better Earth Inc. CA$2.1M · 0.45%
Systems Source, Inc. CA$1.8M · 0.40%
Boething Treeland Farms CA$1.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 853922333 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.