Plan Ledger DOL Form 5500 · updated monthly

Haco U.S.401(k)

HACO U.S. 401(K) PLAN · CITY OF INDUSTRY, CA · plan year 2023

Reported admin expense ratio · 2023
0.44%

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

Haco U.S. reported $30,852 in plan administrative expenses for 2023: 0.44% of average plan assets, below the peer median. Employer contributions averaged $1,142 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 fell from 0.47% to 0.44%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (6,253rd of 9,483), and 10,011th of 13,661 in manufacturing. In 2023, employees put in $4.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,275,123
Participants with balances187
Active participants151
Employer contributions$172,474
Employee contributions$690,528
Employer contribution per active participant$1,142
Average account balance$38,904
Benefits paid to participants$1,158,080
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$7.3M · 187 accts · $172K emplr
2022$6.6M · 148 accts · $146K emplr
The Haco U.S. 401(k) match · 2023
Employer contribution per active participant$1,142
Median for plans this size$1,308
2023$1,142 per active participant
2022$1,035 per active participant

Haco U.S.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$26,523
EEC ADMINISTRATION · Other servicesindirect comp
MMA SECURITIES LLC · Other servicesindirect comp

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

Administrative cost history2
2023$30,852 · 0.44%
2022$34,269 · 0.47%
Similar plansManufacturing · California
California Box Company CA$7.4M · 0.34%
All Access Apparel, Inc. CA$7.4M · 0.01%
Vital Connect, Inc. CA$7.4M · 0.11%
Gt's Living Foods, LLC CA$7.3M · 1.10%
Dji Technology Inc CA$7.3M · 0.69%
Monarch Litho, Inc. CA$7.2M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 134363906 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.