Plan Ledger DOL Form 5500 · updated monthly

The Grupe Company401(k)

GRUPE COMPANY RETIREMENT SAVINGS PLAN · STOCKTON, CA · plan year 2022

Reported admin expense ratio · 2022
0.32%

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

The Grupe Company reported $30,707 in plan administrative expenses for 2022: 0.32% of average plan assets, below the peer median. Employer contributions averaged $1,854 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 (5,862nd of 9,483), and 3,306th of 5,337 in construction. In 2022, employees put in $3.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,579,681
Participants with balances67
Active participants49
Employer contributions$90,833
Employee contributions$295,825
Employer contribution per active participant$1,854
Average account balance$128,055
Benefits paid to participants$345,571
Plan auditUnmodified (clean) audit opinion
AuditorBFBA, LLP
The The Grupe Company 401(k) match · 2022
Employer contribution per active participant$1,854
Median for plans this size$1,114

The Grupe Company'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 history1
2022$30,707 · 0.32%
Similar plansConstruction · California
Park Ventures, LLC CA$8.8M · 0.70%
Modern Building, Inc. CA$8.6M · 0.66%
Bill Howe Plumbing, Inc. CA$8.6M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680202072 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.