Plan Ledger DOL Form 5500 · updated monthly

Anm Inc401(k)

HALO COLLECTIVE 401(K) PLAN · MEDFORD, OR · plan year 2022

Reported admin expense ratio · 2022
0.21%

Anm Inc reported $2 in plan administrative expenses for 2022: 0.21% of average plan assets, lower 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Oregon (1,021st of 1,021), and 944th of 945 in agriculture, forestry & fishing.

Plan summary
Net assets, end of year$1,589
Participants with balances6
Active participants74
Employer contributions—
Employee contributions$3,848
Employer contribution per active participant—
Average account balance$265
Benefits paid to participants$2,347
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$2
Total administrative$2
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$2 · 0.21%
Similar plansAgriculture, Forestry & Fishing · Oregon
Coleman Agriculture, Inc. OR$1.6M · 0.98%
Tumalo Industries, LLC OR$1.0M · 1.65%
Pacific AG, LLC OR$886K · 0.26%
Tri-Hishtil, LLC NC$55K · 0.07%
Eco Enterprises, LLC FL$18K · 0.54%
T-Y Nursery, Inc. CA$13K · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811897656 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.