Plan Ledger DOL Form 5500 · updated monthly

Hampton Tedder Electric CompanyProfit-sharing plan

HAMPTON TEDDER ELECTRIC COMPANY PROFIT SHARING PLAN · MONTCLAIR, CA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Hampton Tedder Electric Company reported $41,545 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $8,038 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 0.09% to 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 2,939th-largest of 9,483 plans among California employers on file, and the 1,662nd of 5,337 in construction. active participation has shrunk from 187 to 151 since 2022.

Plan summary
Net assets, end of year$26,561,963
Participants with balances268
Active participants151
Employer contributions$1,213,793
Employee contributions$0
Employer contribution per active participant$8,038
Average account balance$99,112
Benefits paid to participants$422,840
Plan auditUnmodified (clean) audit opinion
AuditorHOLTHOUSE CARLIN & VAN TRIGHT LLP
Plan history3
Yearassets · accounts · employer contribution
2024$26.6M · 268 accts · $1.2M emplr
2023$23.2M · 267 accts · $1.8M emplr
2022$19.4M · 262 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,186
Total administrative$41,545
Employer contributions to the Hampton Tedder Electric Company plan · 2024
Employer contribution per active participant$8,038
Median for plans this size$2,416
2024$8,038 per active participant
2023$10,895 per active participant
2022$9,135 per active participant

Hampton Tedder Electric Company's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
MORGAN STANLEY · Investment advisory (participants)$8,358

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

Administrative cost history3
2024$41,545 · 0.17%
2023$7,118 · 0.03%
2022$16,512 · 0.09%
Same employer
Similar plansConstruction · California
Gray West Construction Inc. CA$27.4M · 0.51%
Mountain Cascade, Inc. CA$27.3M · 0.40%
Hazard Construction Company CA$26.8M · 0.18%
Bcci Construction, LLC CA$26.6M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952485945 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.