Plan Ledger DOL Form 5500 · updated monthly

Erickson-Hall Construction CompanyESOP

ERICKSON-HALL HOLDING CO. ESOP · ESCONDIDO, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Erickson-Hall Construction Company reported $7,130 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $20,454 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 rose from 0.036% to 0.043%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 2,472nd-largest of 9,483 plans among California employers on file, and the 1,416th of 5,337 in construction. active participation has grown from 180 to 218 since 2022.

Plan summary
Net assets, end of year$24,956,674
Participants with balances294
Active participants218
Employer contributions$4,459,006
Employee contributions—
Employer contribution per active participant$20,454
Average account balance$84,887
Benefits paid to participants$293,945
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.0M · 294 accts · $4.5M emplr
2023$8.6M · 260 accts · $4.6M emplr
2022$-10.0M · 224 accts · $6.5M emplr
Administrative expenses, itemized · 2024
Investment management$6,930
Trustee / custodial$200
Total administrative$7,130
Employer contributions to the Erickson-Hall Construction Company plan · 2024
Employer contribution per active participant$20,454
Median for plans this size$2,416
2024$20,454 per active participant
2023$23,085 per active participant
2022$36,014 per active participant

Erickson-Hall Construction Company's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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.

Administrative cost history3
2024$7,130 · 0.04%
2023Not separately reported
2022$4,250 · 0.04%
Similar plansConstruction · California
Joseph J. Albanese, Inc. CA$34.9M · 0.24%
Taft Electric Company, Inc. CA$34.5M · 0.00%
Control Air Enterprises LLC CA$32.1M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833284816 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.