Plan Ledger DOL Form 5500 · updated monthly

Fisher & Paykel Appliances USA Holdings, Inc.401(k)

FISHER & PAYKEL APPLIANCES USA HOLDINGS INC. RETIREMENT SAVINGS PLAN · COSTA MESA, CA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Fisher & Paykel Appliances USA Holdings, Inc. reported $76,416 in plan administrative expenses for 2024: 0.41% of average plan assets, above the peer median. Employer contributions averaged $2,439 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 0.51% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 3,688th-largest of 9,483 plans among California employers on file, and the 1,915th of 4,246 in wholesale trade. In 2024, employees put in $2.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,633,220
Participants with balances313
Active participants219
Employer contributions$534,107
Employee contributions$1,579,216
Employer contribution per active participant$2,439
Average account balance$62,726
Benefits paid to participants$3,249,212
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.6M · 313 accts · $534K emplr
2023$17.7M · 290 accts · $557K emplr
2022$14.6M · 289 accts · $419K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,745
Investment management$44,671
Total administrative$76,416
The Fisher & Paykel Appliances USA Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$2,439
Median for plans this size$2,416
2024$2,439 per active participant
2023$2,444 per active participant
2022$1,753 per active participant

Fisher & Paykel Appliances USA Holdings, Inc.'s 2024 employer contribution ran above 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
RAYMOND JAMES & ASSOCIATES INC · Investment advisory (plan)$34,586
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$31,745
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$10,084

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$76,416 · 0.41%
2023$57,223 · 0.36%
2022$78,732 · 0.51%
Same employer
Similar plansWholesale Trade · California
Peninsula Components CA$20.1M · 0.27%
True Religion Apparel, Inc. CA$20.0M · 0.44%
Merchsource CA$19.5M · 0.28%
Dorfman Milano Company CA$19.3M · 0.30%
Peking Handicraft, Inc CA$19.3M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201693884 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.