Plan Ledger DOL Form 5500 · updated monthly

Western Shield Acquisitions, LLC401(k)

WESTERN SHIELD ACQUISITIONS, LLC 401(K) PROFIT SHARING PLAN · RANCHO DOMINGUEZ, CA · plan year 2021

Reported admin expense ratio · 2021
1.21%

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

Western Shield Acquisitions, LLC reported $30,687 in plan administrative expenses for 2021: 1.21% of average plan assets, higher than ~90% of peers. Employer contributions averaged $614 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.

Across the 2 years on file its reported administrative ratio has held roughly steady near 1.20%. The plan sits in the $1M–$10M size bracket, benchmarked here against 289 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (7,964th of 9,483), and 12,420th of 13,661 in manufacturing. In 2021, employees put in $2.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,760,013
Participants with balances69
Active participants115
Employer contributions$70,598
Employee contributions$208,007
Employer contribution per active participant$614
Average account balance$40,000
Benefits paid to participants$70,905
Plan auditUnmodified (clean) audit opinion
AuditorPINNACLE ACCOUNTING & FINANCIAL SER
Plan history2
Yearassets · accounts · employer contribution
2022$2.5M · 63 accts · $67K emplr
2021$2.8M · 69 accts · $71K emplr
Administrative expenses, itemized · 2021
Recordkeeping & contract admin$19,489
Investment management$11,198
Total administrative$30,687
The Western Shield Acquisitions, LLC 401(k) match · 2021
Employer contribution per active participant$614
Median for plans this size$994
2022$517 per active participant
2021$614 per active participant

Western Shield Acquisitions, LLC's 2021 employer contribution ran below the $994 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 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2022$31,218 · 1.20%
2021$30,687 · 1.21%
Similar plansManufacturing · California
Ramko Manufacturing, Inc. CA$2.8M · 0.07%
Crisp Enterprises, Inc. CA$2.8M · 0.97%
Maf Industries, Inc. CA$2.8M · 1.08%
Magnolia Foods LLC CA$2.8M · 0.62%
South Bay Solutions, Inc. CA$2.8M · 0.17%
Vintners Inn CA$2.7M · 0.49%
Avail Medsystems, Inc. CA$2.7M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 912084334 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.