Plan Ledger DOL Form 5500 · updated monthly

Anderson Hay & Grain Co., Inc.401(k)

ANDERSON GROUP 401(K) SAVINGS PLAN · ELLENSBURG, WA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Anderson Hay & Grain Co., Inc. reported $39,225 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $1,031 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.

Across the 2 years on file its reported administrative ratio fell from 0.32% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Washington (893rd of 1,714), and 2,467th of 4,246 in wholesale trade. In 2024, employees put in $4.70 for every $1.00 the employer contributed; active participation has shrunk from 227 to 164 since 2022.

Plan summary
Net assets, end of year$14,018,010
Participants with balances246
Active participants164
Employer contributions$169,063
Employee contributions$794,710
Employer contribution per active participant$1,031
Average account balance$56,984
Benefits paid to participants$1,022,178
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.0M · 246 accts · $169K emplr
2023$12.4M · 228 accts · $169K emplr
2022$10.6M · 217 accts · $153K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,689
Investment management$29,536
Total administrative$39,225
The Anderson Hay & Grain Co., Inc. 401(k) match · 2024
Employer contribution per active participant$1,031
Median for plans this size$2,416
2024$1,031 per active participant
2023$780 per active participant
2022$673 per active participant

Anderson Hay & Grain Co., Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
SCS · Investment advisory (plan)$29,536
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$10,229

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$39,225 · 0.30%
2023$35,204 · 0.31%
2022$37,346 · 0.32%
Same employer
Similar plansWholesale Trade · Washington
Alco Investment Company WA$15.1M · 0.30%
Gamus LLC WA$14.6M · 0.10%
Western Materials, Inc. WA$14.2M · 0.05%
The Box Maker WA$14.0M · 0.24%
Spokane Produce, Inc. WA$12.6M · 0.43%
Western Materials, Inc. WA$12.2M · 0.01%
King Beverage, Inc. WA$11.9M · 0.05%
Fungi Perfecti, LLC WA$10.7M · 0.16%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 910718482 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.