Plan Ledger DOL Form 5500 · updated monthly

H.G. Fenton Company401(k)

H.G. FENTON COMPANY 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

H.G. Fenton Company reported $112,602 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $15,070 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 0.31% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,569th-largest of 9,483 plans among California employers on file, and the 248th of 2,096 in real estate & leasing. In 2024, the employer put in $1.59 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$58,228,634
Participants with balances357
Active participants276
Employer contributions$4,159,422
Employee contributions$2,615,895
Employer contribution per active participant$15,070
Average account balance$163,105
Benefits paid to participants$3,976,883
Plan auditUnmodified (clean) audit opinion
AuditorLEVITZACKS CPAS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$58.2M · 357 accts · $4.2M emplr
2023$48.6M · 351 accts · $3.9M emplr
2022$38.3M · 328 accts · $3.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,355
Total administrative$112,602
The H.G. Fenton Company 401(k) match · 2024
Employer contribution per active participant$15,070
Median for plans this size$3,635
2024$15,070 per active participant
2023$14,083 per active participant
2022$12,494 per active participant

H.G. Fenton Company's 2024 employer contribution ran above the $3,635 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.

Service providers · 20242
SAGEVIEW ADVISORY GR · Investment advisory (plan)$67,247
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$45,355

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$112,602 · 0.21%
2023$99,368 · 0.23%
2022$133,430 · 0.31%
Same employer
Similar plansReal Estate & Leasing · California
Rockwood Capital, LLC CA$61.1M · 0.20%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 463827641 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.