Plan Ledger DOL Form 5500 · updated monthly

Three Valley Investments dba Alamo Hardware401(k)

THREE VALLEY INVESTMENTS 401K PLAN · ALAMO, CA · plan year 2022

Reported admin expense ratio · 2022
0.03%

Three Valley Investments dba Alamo Hardware reported $290 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. 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 retail trade employers. By assets it is among the smaller plans on file in California (8,919th of 9,483), and 4,995th of 5,215 in retail trade.

Plan summary
Net assets, end of year$811,502
Participants with balances43
Active participants157
Employer contributions—
Employee contributions$63,019
Employer contribution per active participant—
Average account balance$18,872
Benefits paid to participants$24,474
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
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$290 · 0.03%
Similar plansRetail Trade · California
Bakhtiari Corporation CA$971K · 1.55%
Shiralian Enterprises Inc CA$958K · 0.52%
The Fruitguys LLC CA$685K · 0.83%
Stars Intervention Inc CA$675K · 1.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264773205 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.