Plan Ledger DOL Form 5500 · updated monthly

Wolfsdorf Rosenthal LLP401(k)

WOLFSDORF ROSENTHAL LLP PROFIT SHARING PLAN · SANTA MONICA, CA · plan year 2022

Reported admin expense ratio · 2022
0.33%

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

Wolfsdorf Rosenthal LLP reported $21,781 in plan administrative expenses for 2022: 0.33% of average plan assets, below the peer median. Employer contributions averaged $1,192 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.

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 (6,677th of 9,483), and 9,408th of 11,654 in professional & technical services. In 2022, employees put in $4.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,971,143
Participants with balances95
Active participants137
Employer contributions$163,349
Employee contributions$663,909
Employer contribution per active participant$1,192
Average account balance$62,854
Benefits paid to participants$807,364
Plan auditUnmodified (clean) audit opinion
The Wolfsdorf Rosenthal LLP 401(k) match · 2022
Employer contribution per active participant$1,192
Median for plans this size$1,114

Wolfsdorf Rosenthal LLP's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$21,781 · 0.33%
Same employer
Similar plansProfessional & Technical Services · California
Intellipro Group, Inc. CA$6.0M · 1.18%
The Envoy Group LLC CA$6.0M · 0.80%
Lindquist LLP CA$6.0M · 0.06%
Cobalt Labs Inc CA$6.0M · 0.07%
Tally Technologies, Inc. CA$5.9M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464349579 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.