Plan Ledger DOL Form 5500 · updated monthly

Sturgeon Services Int'l Inc.401(k)

STURGEON SERVICES INT'L INC. 401(K) PLAN · BAKERSFIELD, CA · plan year 2022

Reported admin expense ratio · 2022
0.74%

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

Sturgeon Services Int'l Inc. reported $11,755 in plan administrative expenses for 2022: 0.74% of average plan assets, above the peer median. Employer contributions averaged $0 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 construction employers. By assets it is among the smaller plans on file in California (8,685th of 9,483), and 5,041st of 5,337 in construction.

Plan summary
Net assets, end of year$1,250,122
Participants with balances38
Active participants189
Employer contributions$0
Employee contributions$111,505
Employer contribution per active participant$0
Average account balance$32,898
Benefits paid to participants$580,431
Plan auditUnmodified (clean) audit opinion
AuditorDANIELLS PHILLIPS VAUGHAN & BOCK
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,755
Total administrative$11,755
The Sturgeon Services Int'l Inc. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Sturgeon Services Int'l Inc.'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$11,755 · 0.74%
Same employer
Similar plansConstruction · California
Hakes Sash & Door Inc CA$1.3M · 0.68%
Capital City Drywall Inc CA$1.2M · 1.58%
Leonard Services, Inc. CA$1.1M · 0.04%
Aragon Construction, Inc. CA$1.1M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952852054 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.