Plan Ledger DOL Form 5500 · updated monthly

Westwind Engineering, Inc.401(k)

WESTWIND ENGINEERING, INC. 401(K) PS PLAN · SAN PEDRO, CA · plan year 2022

Reported admin expense ratio · 2022
1.57%

Westwind Engineering, Inc. reported $18,138 in plan administrative expenses for 2022: 1.57% of average plan assets, higher than ~90% 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 professional & technical services employers. By assets it is among the smaller plans on file in California (8,670th of 9,483), and 11,149th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$1,278,024
Participants with balances54
Active participants284
Employer contributions—
Employee contributions$476,977
Employer contribution per active participant—
Average account balance$23,667
Benefits paid to participants$19,019
Plan auditUnmodified (clean) audit opinion
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$18,138 · 1.57%
Similar plansProfessional & Technical Services · California
Miyokos Kitchen CA$1.3M · 0.96%
Gb Capital Holdings LLC CA$1.3M · 6.23%
Hi Pro, Inc. CA$1.3M · 1.99%
Play Versus Inc. CA$1.2M · 0.22%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 330527354 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.