Plan Ledger DOL Form 5500 · updated monthly

Wesley B. Lasher Investment Corp.401(k)

LASHER AUTO GROUP 401(K) PROFIT SHARING PLAN · ELK GROVE, CA · plan year 2022

Reported admin expense ratio · 2022
0.84%

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

Wesley B. Lasher Investment Corp. reported $108,239 in plan administrative expenses for 2022: 0.84% of average plan assets, higher than ~90% of peers. Employer contributions averaged $486 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (5,173rd of 9,483), and the 2,430th of 5,215 in retail trade. In 2022, employees put in $9.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,105,059
Participants with balances361
Active participants329
Employer contributions$159,986
Employee contributions$1,587,087
Employer contribution per active participant$486
Average account balance$30,762
Benefits paid to participants$1,028,921
Plan auditUnmodified (clean) audit opinion
AuditorPOMARES & CO
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$11.1M · 361 accts · $160K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$108,239
Total administrative$108,239
The Wesley B. Lasher Investment Corp. 401(k) match · 2022
Employer contribution per active participant$486
Median for plans this size$2,266

Wesley B. Lasher Investment Corp.'s 2022 employer contribution ran below the $2,266 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 history2
2023Not separately reported
2022$108,239 · 0.84%
Similar plansRetail Trade · California
Thrive Market, Inc. CA$11.4M · 0.79%
Fashionphile Group, LLC CA$11.1M · 0.95%
Interstate Oil Co. CA$11.1M · 0.52%
Jaco Oil Company CA$11.0M · 0.02%
McKenna Motor Company, Inc. CA$11.0M · 0.47%
Nora Lighting, Inc. CA$11.0M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942318467 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.