Plan Ledger DOL Form 5500 · updated monthly

Francis Russell Harris401(k)

HARRIS ENTERPRISES 401(K) PLAN · MADERA, CA · plan year 2022

Reported admin expense ratio · 2022
0.39%

Francis Russell Harris reported $1,129 in plan administrative expenses for 2022: 0.39% of average plan assets, below the peer median. 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in California (9,186th of 9,483), and 918th of 945 in agriculture, forestry & fishing.

Plan summary
Net assets, end of year$308,689
Participants with balances47
Active participants286
Employer contributions—
Employee contributions$102,428
Employer contribution per active participant—
Average account balance$6,568
Benefits paid to participants$9,371
Plan auditUnmodified (clean) audit opinion
AuditorHUDSON HENDERSON & COMPANY, INC.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$225
Investment management$829
Professional / advisory$75
Total administrative$1,129
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,129 · 0.39%
Same employer
Similar plansAgriculture, Forestry & Fishing · California
Woodspur Operations LLC CA$355K · 0.46%
Delivermd CA$351K · 0.59%
Fiore Management LLC CA$323K · 4.01%
Peters Fruit Farms, Inc. CA$306K · 0.72%
Ramona Dairy CA$272K · 0.98%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770324692 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.