Plan Ledger DOL Form 5500 · updated monthly

Harbor Foods Group Inc.401(k)

HARBOR FOODS GROUP INC. 401(K) PLAN · LACEY, WA · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Harbor Foods Group Inc. reported $255,445 in plan administrative expenses for 2024: 0.38% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,327 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 0.41% to 0.38%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 228th-largest of 1,714 plans among Washington employers on file, and the 533rd of 4,246 in wholesale trade. In 2024, employees put in $2.42 for every $1.00 the employer contributed; active participation has grown from 857 to 981 since 2022.

Plan summary
Net assets, end of year$76,988,455
Participants with balances1,213
Active participants981
Employer contributions$2,283,205
Employee contributions$5,515,736
Employer contribution per active participant$2,327
Average account balance$63,469
Benefits paid to participants$5,658,157
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$77.0M · 1,213 accts · $2.3M emplr
2023$56.3M · 979 accts · $1.7M emplr
2022$44.2M · 878 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$101,685
Investment management$153,760
Total administrative$255,445
The Harbor Foods Group Inc. 401(k) match · 2024
Employer contribution per active participant$2,327
Median for plans this size$3,635
2024$2,327 per active participant
2023$2,149 per active participant
2022$1,758 per active participant

Harbor Foods Group Inc.'s 2024 employer contribution ran below the $3,635 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
KILEY JUERGENS WEALTH MGMT LLC · Investment advisory (plan)$153,760
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$101,685

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$255,445 · 0.38%
2023$187,294 · 0.37%
2022$195,234 · 0.41%
Same employer
Similar plansWholesale Trade · Washington
H. D. Fowler Company, Inc. WA$111.3M · 0.08%
Kongsberg Maritime, Inc. WA$95.4M · 0.18%
West Coast Paper Company WA$87.6M · 0.19%
Metrie Inc. WA$84.9M · 0.06%
Keller Supply Company WA$67.6M · 0.49%
Bargreen-Ellingson, Inc. WA$61.3M · 0.21%
Key Tronic Corporation WA$51.2M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841742258 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.