Plan Ledger DOL Form 5500 · updated monthly

Erickson-Hall Construction Company401(k)

ERICKSON-HALL CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN AND TRUST · ESCONDIDO, CA · plan year 2023

Reported admin expense ratio · 2023
0.43%

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

Erickson-Hall Construction Company reported $116,296 in plan administrative expenses for 2023: 0.43% of average plan assets, above the peer median. Employer contributions averaged $5,978 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 0.45% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other construction employers. By assets it is the 2,746th-largest of 9,483 plans among California employers on file, and the 1,570th of 5,337 in construction. In 2023, employees put in $1.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,006,086
Participants with balances254
Active participants194
Employer contributions$1,159,675
Employee contributions$1,688,926
Employer contribution per active participant$5,978
Average account balance$114,197
Benefits paid to participants$3,318,162
Plan auditUnmodified (clean) audit opinion
AuditorROORDA, PIQUET & BESSE, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$26.2M · 270 accts · $1.3M emplr
2023$29.0M · 254 accts · $1.2M emplr
2022$25.5M · 234 accts · $1.1M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$40,695
Investment management$65,601
Audit (IQPA)$10,000
Total administrative$116,296
The Erickson-Hall Construction Company 401(k) match · 2023
Employer contribution per active participant$5,978
Median for plans this size$2,440
2024$6,198 per active participant
2023$5,978 per active participant
2022$6,210 per active participant

Erickson-Hall Construction Company's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
ALDRICH WEALTH LIMITED PARTNERSHIP · Investment advisory (plan)$65,601
PRIME RETIREMENT SOLUTIONS LLC · Contract administrator$10,965
ROORDA PIQUET & BESSEE INC · Accounting / audit$10,000

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$113,026 · 0.41%
2023$116,296 · 0.43%
2022$124,276 · 0.45%
Similar plansConstruction · California
R.D.M. Electric Co., Inc. CA$29.5M · 0.33%
Largo Concrete, Inc. CA$29.2M · 0.45%
Dryco Construction, Inc. CA$28.3M · 0.39%
Novo Construction, Inc. CA$28.1M · 0.06%
Hmh Engineers CA$28.0M · 0.27%
Bayview Services, Inc. CA$28.0M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911903631 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.