Plan Ledger DOL Form 5500 · updated monthly

T Fetter & Co401(k)

T FETTER COMPANIES 401(K) PLAN · SAN DIEGO, CA · plan year 2022

Reported admin expense ratio · 2022
0.44%

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

T Fetter & Co reported $3,357 in plan administrative expenses for 2022: 0.44% of average plan assets, below the peer median. Employer contributions averaged $980 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (8,909th of 9,483), and 11,308th of 11,654 in professional & technical services. In 2022, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$832,948
Participants with balances41
Active participants120
Employer contributions$117,650
Employee contributions$231,970
Employer contribution per active participant$980
Average account balance$20,316
Benefits paid to participants$80,051
Plan auditUnmodified (clean) audit opinion
AuditorLEAF & COLE, LLP
Administrative expenses, itemized · 2022
Investment management$3,357
Total administrative$3,357
The T Fetter & Co 401(k) match · 2022
Employer contribution per active participant$980
Median for plans this size$331

T Fetter & Co's 2022 employer contribution ran above the $331 median for plans its size, placing it in the top 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$3,357 · 0.44%
Similar plansProfessional & Technical Services · California
Ethika Inc CA$887K · 0.25%
Drybar Holdings LLC CA$835K · 0.31%
Psyonix Inc. CA$807K · 0.46%
Anre Technologies Inc CA$794K · 1.47%
Nexuscw, Inc. CA$673K · 0.19%
Alchera Incorporated CA$670K · 0.84%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 953255960 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.