Plan Ledger DOL Form 5500 · updated monthly

Halio, Inc.401(k)

HALIO, INC. 401(K) PLAN · HAYWARD, CA · plan year 2022

Reported admin expense ratio · 2022
0.02%

Halio, Inc. reported $1,290 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (6,604th of 9,483), and 9,322nd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$6,176,678
Participants with balances185
Active participants70
Employer contributions—
Employee contributions$781,007
Employer contribution per active participant—
Average account balance$33,387
Benefits paid to participants$731,384
Plan auditDisclaimer of opinion
AuditorLEE CPA
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,290
Total administrative$1,290
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 history1
2022$1,290 · 0.02%
Similar plansProfessional & Technical Services · California
Irritec USA, Inc. CA$6.2M · 1.08%
Nagarro, Inc. CA$6.2M · 0.14%
Tigergraph, Inc. CA$6.2M · 0.20%
Laritech, Inc. CA$6.1M · 1.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274273907 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.