Plan Ledger DOL Form 5500 · updated monthly

Wholesale Equipment of Fresno, Inc.401(k)

WHOLESALE EQUIPMENT OF FRESNO, INC. 401(K) PROFIT SHARING PLAN · FRESNO, CA · plan year 2024

Reported admin expense ratio · 2024
0.87%

Wholesale Equipment of Fresno, Inc. reported $33,733 in plan administrative expenses for 2024: 0.87% of average plan assets, higher 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 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (7,434th of 9,483), and 3,807th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$3,893,501
Participants with balances128
Active participants117
Employer contributions—
Employee contributions$38,309
Employer contribution per active participant—
Average account balance$30,418
Benefits paid to participants$547,558
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$925
Investment management$32,808
Total administrative$33,733
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2024$33,733 · 0.87%
Similar plansWholesale Trade · California
Patton Sales Corporation CA$4.1M · 0.30%
Bobcat Central Inc CA$4.0M · 0.52%
23 Bottles of Beer LLC CA$3.8M · 0.60%
Fitlab, Inc. CA$3.7M · 0.84%
Floral Supply Syndicate CA$3.7M · 0.28%
Ys Garments LLC CA$3.7M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770018504 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.