Plan Ledger DOL Form 5500 · updated monthly

Tw Services, Inc.401(k)

TW SERVICES, INC. 401(K) PLAN · ANAHEIM, CA · plan year 2022

Reported admin expense ratio · 2022
1.16%

Tw Services, Inc. reported $792 in plan administrative expenses for 2022: 1.16% of average plan assets, above 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (9,347th of 9,483), and 2,626th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$103,401
Participants with balances10
Active participants839
Employer contributions—
Employee contributions$49,574
Employer contribution per active participant—
Average account balance$10,340
Benefits paid to participants$3,275
Plan auditUnmodified (clean) audit opinion
AuditorKIM & LEE, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$792
Total administrative$792
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$792 · 1.16%
Same employer
Similar plansTransportation & Warehousing · California
Cofreight, Inc. CA$149K · 2.38%
Aig Logistics, LLC CA$145K · 0.17%
Vx Logistics LLC CA$115K · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202895480 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.