Plan Ledger DOL Form 5500 · updated monthly

Fisher & Paykel Holdings, Inc.401(k)

FISHER & PAYKEL HOLDINGS, INC. 401(K) PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Fisher & Paykel Holdings, Inc. reported $123,807 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $3,485 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 0.30%. 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 1,915th-largest of 9,483 plans among California employers on file, and the 917th of 4,246 in wholesale trade. In 2024, employees put in $3.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$45,352,296
Participants with balances413
Active participants326
Employer contributions$1,136,259
Employee contributions$3,482,943
Employer contribution per active participant$3,485
Average account balance$109,812
Benefits paid to participants$3,477,983
Plan auditUnmodified (clean) audit opinion
AuditorREDWITZ INC.
Plan history3
Yearassets · accounts · employer contribution
2024$45.4M · 413 accts · $1.1M emplr
2023$38.6M · 399 accts · $653K emplr
2022$32.0M · 376 accts · $583K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,236
Investment management$67,571
Total administrative$123,807
The Fisher & Paykel Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$3,485
Median for plans this size$2,416
2024$3,485 per active participant
2023$1,997 per active participant
2022$1,950 per active participant

Fisher & Paykel 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
FIDUCIENT ADVISORS LLC · Investment advisory (plan)$38,098
EMPOWER ADVISORY GROUP, LLC · Investment management$29,473

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$123,807 · 0.30%
2023$98,922 · 0.28%
2022$95,900 · 0.28%
Similar plansWholesale Trade · California
Asus Computer International CA$45.7M · 0.19%
Asi CA$45.6M · 0.28%
Tireco, Inc. CA$45.5M · 0.06%
Dcor, LLC CA$44.6M · 0.28%
Calavo Growers, Inc. CA$44.3M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330721612 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.