Plan Ledger DOL Form 5500 · updated monthly

Wholesale Capital Corporation401(k)

WHOLESALE CAPITAL CORPORATION 401(K) PROFIT SHARING PLAN & TRUST · MORENO VALLEY, CA · plan year 2017

Reported admin expense ratio · 2017
0.37%

Wholesale Capital Corporation reported $8,119 in plan administrative expenses for 2017: 0.37% of average plan assets, above 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 70 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (8,111th of 9,483), and 10,732nd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$2,435,718
Participants with balances79
Active participants94
Employer contributions—
Employee contributions$347,323
Employer contribution per active participant—
Average account balance$30,832
Benefits paid to participants$212,864
Plan auditDisclaimer of opinion
What these fees cost you

Annual cost at the plan's reported 2017 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2017$8,119 · 0.37%
Similar plansProfessional & Technical Services · California
Fdc Management, Inc. CA$2.5M · 0.59%
Atosa USA, Inc. dba CA$2.5M · 0.67%
Flexton, Inc. CA$2.5M · 0.08%
Triller Inc. CA$2.4M · 1.24%
Wilshire Law Firm, PLC CA$2.3M · 2.20%
Instapage CA$2.3M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330534042 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.