Plan Ledger DOL Form 5500 · updated monthly

Wellness Innovation, LLC401(k)

INDUS HOLDING COMPANY 401(K) PLAN · SALINAS, CA · plan year 2023

Reported admin expense ratio · 2023
0.49%

Wellness Innovation, LLC reported $4,471 in plan administrative expenses for 2023: 0.49% of average plan assets, below 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.

Across the 2 years on file its reported administrative ratio has held roughly steady near 0.49%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in California (8,814th of 9,483), and 754th of 786 in management of companies.

Plan summary
Net assets, end of year$1,040,765
Participants with balances157
Active participants109
Employer contributions—
Employee contributions$277,431
Employer contribution per active participant—
Average account balance$6,629
Benefits paid to participants$187,243
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$1.0M · 157 accts
2022$796K · 163 accts
Administrative expenses, itemized · 2023
Investment management$4,471
Total administrative$4,471
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$4,471 · 0.49%
2022$3,322 · 0.51%
Similar plansManagement of Companies · California
Walker Advertising, LLC CA$1.8M · 0.27%
Hyatt Holding Corporation CA$1.6M · 0.59%
Avors Medical Group CA$1.4M · 7.47%
Choura Venue Services CA$621K · 1.23%
W Holdings LLC CA$596K · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 852927733 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.