Plan Ledger DOL Form 5500 · updated monthly

Haas Automation, Inc.401(k)

HAAS AUTOMATION, INC. 401K PROFIT SHARING PLAN · OXNARD, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Haas Automation, Inc. reported $68,131 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,645 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 rose from 0.016% to 0.021%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 359th-largest of 9,483 plans among California employers on file, and the 745th of 13,661 in manufacturing. In 2024, employees put in $1.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$356,055,075
Participants with balances1,744
Active participants1,377
Employer contributions$9,150,000
Employee contributions$12,324,374
Employer contribution per active participant$6,645
Average account balance$204,160
Benefits paid to participants$13,345,245
Plan auditUnmodified (clean) audit opinion
AuditorBARTLETT, PRINGLE & WOLF, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$356.1M · 1,744 accts · $9.2M emplr
2023$308.6M · 1,736 accts · $8.8M emplr
2022$263.3M · 1,741 accts · $8.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,500
Investment management$50,631
Total administrative$68,131
The Haas Automation, Inc. 401(k) match · 2024
Employer contribution per active participant$6,645
Median for plans this size$4,294
2024$6,645 per active participant
2023$6,466 per active participant
2022$6,178 per active participant

Haas Automation, Inc.'s 2024 employer contribution ran above the $4,294 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 · 20244
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$37,847
TURNER CAPITAL INVESTMENTS LLC · Investment advisory (participants)$14,519
PRISM ADVISORS INC · Investment advisory (participants)$9,126
CHARLES SCHWAB & CO., INC. · Securities brokerage$935

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$68,131 · 0.02%
2023$53,582 · 0.02%
2022$44,647 · 0.02%
Same employer
Similar plansManufacturing · California
Sunrun Inc. CA$366.3M · 0.35%
Logitech Inc. CA$360.1M · 0.07%
Infinera Corporation CA$359.9M · 0.06%
Topgolf Callaway Brands Corp CA$357.4M · 0.12%
Ventura Foods, LLC CA$344.5M · 0.07%
Sutter Home Winery, Inc. CA$341.4M · 0.02%
Taylor Fresh Foods, Inc. CA$332.5M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953883244 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.