Plan Ledger DOL Form 5500 · updated monthly

Westview Services, Inc.403(b)

WESTVIEW SERVICES 403(B) PLAN · ANAHEIM, CA · plan year 2022

Reported admin expense ratio · 2022
0.01%

Westview Services, Inc. reported $150 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. 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 other services employers. By assets it is among the smaller plans on file in California (8,307th of 9,483), and 2,866th of 3,341 in other services.

Plan summary
Net assets, end of year$1,988,582
Participants with balances17
Active participants178
Employer contributions—
Employee contributions$127,697
Employer contribution per active participant—
Average account balance$116,975
Benefits paid to participants$56,172
Plan auditDisclaimer of opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$150
Total administrative$150
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$150 · 0.01%
Same employer
Similar plansOther Services · California
Hardy Window Company CA$2.1M · 1.65%
Weal Management LLC CA$2.1M · 0.09%
Seidner & Co Inc CA$2.0M · 1.91%
All American Racers Inc CA$1.9M · 0.30%
Storage Pro CA$1.8M · 0.20%
Reach CA$1.8M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330172518 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.