Plan Ledger DOL Form 5500 · updated monthly

Walter R. Hardester, Inc.401(k)

WALTER R. HARDESTER, INC 401(K) PS PLAN · MIDDLETOWN, CA · plan year 2022

Reported admin expense ratio · 2022
0.72%

Walter R. Hardester, Inc. reported $22,503 in plan administrative expenses for 2022: 0.72% 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (7,910th of 9,483), and 4,382nd of 5,215 in retail trade.

Plan summary
Net assets, end of year$2,879,992
Participants with balances77
Active participants67
Employer contributions—
Employee contributions$121,555
Employer contribution per active participant—
Average account balance$37,402
Benefits paid to participants$60,627
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$10,138
Investment management$5,747
Professional / advisory$6,618
Total administrative$22,503
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$22,503 · 0.72%
Similar plansRetail Trade · California
Ball Automotive Group CA$3.0M · 0.27%
Ed Wittmeier Ford Inc. CA$2.9M · 0.34%
Davis Food Co-Op CA$2.9M · 0.94%
H & H Drug Stores Inc. CA$2.8M · 0.20%
First Class Vending, Inc. CA$2.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942456237 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.