Plan Ledger DOL Form 5500 · updated monthly

Weber & Olcese, P.L.C.401(k)

WEBER & OLCESE, P.C. 401(K) PROFIT SHARING PLAN & TRUST · TROY, MI · plan year 2022

Reported admin expense ratio · 2022
0.14%

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

Weber & Olcese, P.L.C. reported $4,633 in plan administrative expenses for 2022: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,418 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 $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 Michigan (2,237th of 2,619), and 10,499th of 11,654 in professional & technical services. In 2022, employees put in $2.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,120,153
Participants with balances70
Active participants103
Employer contributions$146,030
Employee contributions$306,312
Employer contribution per active participant$1,418
Average account balance$44,574
Benefits paid to participants$212,847
Plan auditUnmodified (clean) audit opinion
AuditorSHINDEL ROCK AND ASSOCIATES
Administrative expenses, itemized · 2022
Professional / advisory$4,633
Total administrative$4,633
The Weber & Olcese, P.L.C. 401(k) match · 2022
Employer contribution per active participant$1,418
Median for plans this size$1,114

Weber & Olcese, P.L.C.'s 2022 employer contribution ran above the $1,114 median for plans its size. 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$4,633 · 0.14%
Similar plansProfessional & Technical Services · Michigan
24G, LLC MI$3.5M · 0.29%
123. Net, Inc MI$3.3M · 0.27%
Lakeshore Legal Aid MI$3.2M · 0.16%
Akka USA LLC MI$3.1M · 0.17%
Taplin Holdings, LLC MI$2.8M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383283158 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.