Plan Ledger DOL Form 5500 · updated monthly

Duarte Nursery, Inc.401(k)

DUARTE NURSERY, INC. 401(K) PROFIT SHARING PLAN AND TRUST · HUGHSON, CA · plan year 2022

Reported admin expense ratio · 2022
4.15%

Duarte Nursery, Inc. reported $22,553 in plan administrative expenses for 2022: 4.15% of average plan assets, higher than ~90% 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 California (9,087th of 9,483), and 910th of 945 in agriculture, forestry & fishing.

Plan summary
Net assets, end of year$479,431
Participants with balances20
Active participants147
Employer contributions—
Employee contributions$64,114
Employer contribution per active participant—
Average account balance$23,972
Benefits paid to participants$61,618
Plan auditUnmodified (clean) audit opinion
AuditorSCHWARTZ, GIANNINI, LANTSBERGER & A
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$17,269
Investment management$3,971
Professional / advisory$1,313
Total administrative$22,553
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$22,553 · 4.15%
Same employer
Similar plansAgriculture, Forestry & Fishing · California
Woodspur Operations LLC CA$355K · 0.46%
Delivermd CA$351K · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680174659 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.