Plan Ledger DOL Form 5500 · updated monthly

Haliburton International Foods, Inc.401(k)

HALIBURTON 401(K) PLAN · ONTARIO, CA · plan year 2024

Reported admin expense ratio · 2024
0.91%

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

Haliburton International Foods, Inc. reported $38,871 in plan administrative expenses for 2024: 0.91% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,773 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 1.32% to 0.91%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (7,153rd of 9,483), and 11,432nd of 13,661 in manufacturing. In 2024, employees put in $1.44 for every $1.00 the employer contributed; active participation has shrunk from 156 to 121 since 2022.

Plan summary
Net assets, end of year$4,573,986
Participants with balances141
Active participants121
Employer contributions$214,475
Employee contributions$308,011
Employer contribution per active participant$1,773
Average account balance$32,440
Benefits paid to participants$471,217
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.6M · 141 accts · $214K emplr
2023$4.0M · 148 accts · $197K emplr
2022$3.2M · 156 accts · $182K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,496
Investment management$23,375
Total administrative$38,871
The Haliburton International Foods, Inc. 401(k) match · 2024
Employer contribution per active participant$1,773
Median for plans this size$1,313
2024$1,773 per active participant
2023$1,257 per active participant
2022$1,167 per active participant

Haliburton International Foods, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20242
PCS RETIREMENT LLC · Contract administrator · Recordkeeping$15,496
MORIN PRIVATE CLIENT GROUP, LLC · Investment advisory (plan)$23,375

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

Recordkeeper by year2
2024PCS Retirement
2023PCS Retirement

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

Administrative cost history3
2024$38,871 · 0.91%
2023$41,879 · 1.18%
2022$47,431 · 1.32%
Same employer
Similar plansManufacturing · California
Newlight Technologies Inc CA$4.6M · 0.14%
Bar Bakers, LLC CA$4.6M · 0.27%
Edgemine, Inc. CA$4.6M · 1.15%
Rapid Manufacturing CA$4.6M · 0.02%
Byrnes & Kiefer Co., Inc. CA$4.6M · 0.58%
Somacis Inc CA$4.5M · 0.59%
Katzkin Leather Inc. CA$4.5M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330575832 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.