Plan Ledger DOL Form 5500 · updated monthly

Wai & Connor, LLP401(k)

WAI & CONNOR, LLP CASH OR DEFERRED PROFIT SHARING PLAN · LOS ANGELES, CA · plan year 2022

Reported admin expense ratio · 2022
0.01%

Wai & Connor, LLP reported $1,167 in plan administrative expenses for 2022: 0.01% 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (6,252nd of 9,483), and 8,952nd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$7,275,259
Participants with balances93
Active participants74
Employer contributions—
Employee contributions$408,334
Employer contribution per active participant—
Average account balance$78,229
Benefits paid to participants$408,574
Plan auditUnmodified (clean) audit opinion
AuditorMUN CPAS
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$1,167 · 0.01%
Similar plansProfessional & Technical Services · California
Linkus Holdings, Inc. CA$7.4M · 0.00%
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Bear Robotics, Inc CA$7.3M · 0.44%
Nauto, Inc. CA$7.3M · 0.42%
Bitwarden Inc. CA$7.2M · 0.09%
Sureprep LLC CA$7.2M · 0.03%
The Marine Mammal Center CA$7.1M · 0.96%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954619263 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.