Plan Ledger DOL Form 5500 · updated monthly

Wallin & Khosla LLC401(k)

WALLIN & KHOSLA LLC 401(K) PLAN · SAUGUS, MA · plan year 2022

Reported admin expense ratio · 2022
0.41%

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

Wallin & Khosla LLC reported $103 in plan administrative expenses for 2022: 0.41% of average plan assets, below the peer median. Employer contributions averaged $91 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Massachusetts (2,721st of 2,726), and 2,182nd of 2,240 in accommodation & food services. In 2022, employees put in $3.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$44,917
Participants with balances5
Active participants116
Employer contributions$10,589
Employee contributions$32,201
Employer contribution per active participant$91
Average account balance$8,983
Plan auditUnmodified (clean) audit opinion
AuditorLAUFER, LLP
Administrative expenses, itemized · 2022
Investment management$103
Total administrative$103
The Wallin & Khosla LLC 401(k) match · 2022
Employer contribution per active participant$91
Median for plans this size$331

Wallin & Khosla LLC's 2022 employer contribution ran below the $331 median for plans its size, in the bottom quarter of its peers. 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$103 · 0.41%
Similar plansAccommodation & Food Services · Massachusetts
Millennial Foods MA$154K · 1.05%
Paul USA, Inc MA$142K · 0.28%
Hyde Park Burgers, LLC MA$123K · 0.31%
Dos Stars Inc CA$50K · 3.12%
Robohap Inc CA$50K · 3.13%
Beauport Hospitality LLC MA$47K · 0.17%
Grant's Farm LLC MO$45K · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843665014 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.