Plan Ledger DOL Form 5500 · updated monthly

Timothy D Bowen401(k)

PLAY-WELL TEKNOLOGIES 401(K) PLAN · SAN ANSELMO, CA · plan year 2024

Reported admin expense ratio · 2024
0.68%

Timothy D Bowen reported $1,296 in plan administrative expenses for 2024: 0.68% of average plan assets, below the peer median. 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.

Across the 1 year on file its reported administrative ratio rose from 0.13% to 0.68%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in California (9,220th of 9,483), and 3,063rd of 3,091 in educational services.

Plan summary
Net assets, end of year$251,983
Participants with balances135
Active participants170
Employer contributions—
Employee contributions$170,010
Employer contribution per active participant—
Average account balance$1,867
Benefits paid to participants$72,776
Plan auditUnmodified (clean) audit opinion
AuditorERICA ONG, CPA
Plan history2
Yearassets · accounts · employer contribution
2024$252K · 135 accts
2023$130K · 212 accts
Administrative expenses, itemized · 2024
Investment management$1,296
Total administrative$1,296
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2024$1,296 · 0.68%
2023$173 · 0.13%
Similar plansEducational Services · California
Middle Tree Incorporated CA$126K · 17.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680415940 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.