Plan Ledger DOL Form 5500 · updated monthly

Storage Pro401(k)

STORAGE PRO 401(K) PLAN · WALNUT CREEK, CA · plan year 2022

Reported admin expense ratio · 2022
0.20%

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

Storage Pro reported $4,098 in plan administrative expenses for 2022: 0.20% of average plan assets, below the peer median. Employer contributions averaged $545 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 other services employers. By assets it is among the smaller plans on file in California (8,381st of 9,483), and 2,896th of 3,341 in other services. In 2022, employees put in $1.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,835,219
Participants with balances66
Active participants213
Employer contributions$116,063
Employee contributions$170,921
Employer contribution per active participant$545
Average account balance$27,806
Benefits paid to participants$319,992
Plan auditDisclaimer of opinion
AuditorHARSHWAL & COMPANY LLP
The Storage Pro 401(k) match · 2022
Employer contribution per active participant$545
Median for plans this size$1,114

Storage Pro's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. 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$4,098 · 0.20%
Same employer
Similar plansOther Services · California
Seidner & Co Inc CA$2.0M · 1.91%
Westview Services, Inc. CA$2.0M · 0.01%
All American Racers Inc CA$1.9M · 0.30%
Reach CA$1.8M · 0.07%
Valorus CA$1.8M
Crenshaw Christian Center CA$1.8M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680401608 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.