Plan Ledger DOL Form 5500 · updated monthly

H.W. Hunter, Inc.401(k)

H.W. HUNTER, INC. 401(K) PLAN · LANCASTER, CA · plan year 2022

Reported admin expense ratio · 2022
1.14%

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

H.W. Hunter, Inc. reported $51,514 in plan administrative expenses for 2022: 1.14% of average plan assets, higher than ~90% of peers. Employer contributions averaged $27,585 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 1 year on file its reported administrative ratio rose from 1.14% to 1.47%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (7,429th of 9,483), and 4,084th of 5,215 in retail trade. In 2022, employees put in $2.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,901,879
Participants with balances137
Active participants3
Employer contributions$82,755
Employee contributions$220,435
Employer contribution per active participant$27,585
Average account balance$28,481
Benefits paid to participants$729,363
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$283 · 3 accts
2022$3.9M · 137 accts · $83K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$51,514
Total administrative$51,514
The H.W. Hunter, Inc. 401(k) match · 2022
Employer contribution per active participant$27,585
Median for plans this size$1,114

H.W. Hunter, Inc.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$28,778 · 1.47%
2022$51,514 · 1.14%
Similar plansRetail Trade · California
Good Eggs Inc. CA$3.9M · 1.44%
Garmon Corp. CA$3.9M · 1.07%
Ron Dupratt Ford, Inc. CA$3.9M · 0.01%
Cucina Holdings, Inc. CA$3.7M · 0.03%
All Natural Stone, Inc. CA$3.6M · 1.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 950856770 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.