Plan Ledger DOL Form 5500 · updated monthly

Three Sons, Inc.401(k)

THREE SONS, INC. 401(K) PLAN · PICO RIVERA, CA · plan year 2022

Reported admin expense ratio · 2022
0.05%

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

Three Sons, Inc. reported $2,633 in plan administrative expenses for 2022: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $842 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 manufacturing employers. By assets it is among the smaller plans on file in California (6,928th of 9,483), and 11,078th of 13,661 in manufacturing. In 2022, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,240,932
Participants with balances68
Active participants146
Employer contributions$122,861
Employee contributions$221,511
Employer contribution per active participant$842
Average account balance$77,073
Benefits paid to participants$254,344
Plan auditUnmodified (clean) audit opinion
AuditorGREEN HASSON & JANKS LLP
Administrative expenses, itemized · 2022
Investment management$1,877
Total administrative$2,633
The Three Sons, Inc. 401(k) match · 2022
Employer contribution per active participant$842
Median for plans this size$1,114

Three Sons, Inc.'s 2022 employer contribution ran below 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$2,633 · 0.05%
Similar plansManufacturing · California
Hobie Cat Company II, LLC CA$5.3M · 0.35%
Western Composites LLC CA$5.3M · 0.76%
Martinez & Turek, Inc. CA$5.3M · 0.72%
Delta Trak, Inc. CA$5.3M · 0.26%
Fior Di Sole, LLC CA$5.2M · 0.79%
Veg Fresh Farms LLC CA$5.2M · 0.10%
Neill Aircraft Co. CA$5.2M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953176839 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.