Plan Ledger DOL Form 5500 · updated monthly

E.J.Harrison & Sons, Inc.401(k)

E. J. HARRISON & SONS, INC. & AFFILIATED EMPLOYERS PROFIT SHARING 401K PLAN · VENTURA, CA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

E.J.Harrison & Sons, Inc. reported $155,364 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $2,279 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 3 years on file its reported administrative ratio has held roughly steady near 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 1,896th-largest of 9,483 plans among California employers on file, and the 325th of 2,534 in administrative & support services. In 2024, employees put in $2.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$45,788,138
Participants with balances293
Active participants277
Employer contributions$631,338
Employee contributions$1,274,739
Employer contribution per active participant$2,279
Average account balance$156,274
Benefits paid to participants$4,893,469
Plan auditQualified audit opinion
AuditorPYNE, WALTRIP, DECKER & MCCOY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$45.8M · 293 accts · $631K emplr
2023$43.0M · 254 accts · $966K emplr
2022$37.3M · 285 accts · $917K emplr
Administrative expenses, itemized · 2024
Audit (IQPA)$155,364
Total administrative$155,364
The E.J.Harrison & Sons, Inc. 401(k) match · 2024
Employer contribution per active participant$2,279
Median for plans this size$2,416
2024$2,279 per active participant
2023$3,929 per active participant
2022$3,641 per active participant

E.J.Harrison & Sons, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
JOHN HANCOCK · Recordkeeping$60,660
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$67,541
ACTARIAL BENEFITS CORP · Contract administrator$18,631

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$155,364 · 0.35%
2023$131,409 · 0.33%
2022$117,439 · 0.34%
Same employer
Similar plansAdministrative & Support Services · California
Ati Payroll Services, LLC CA$55.6M · 0.25%
Family Tree Service, Inc. CA$46.6M · 0.04%
Cr&R Incorporated CA$46.0M · 0.33%
Chipton-Ross, Inc. CA$44.4M · 0.31%
Backroads, Inc. CA$44.1M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952492197 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.