Plan Ledger DOL Form 5500 · updated monthly

Hardy Window Company401(k)

HARDY WINDOW COMPANY RETIREMENT SAVINGS PLAN · PLACENTIA, CA · plan year 2024

Reported admin expense ratio · 2024
1.65%

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

Hardy Window Company reported $29,678 in plan administrative expenses for 2024: 1.65% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,750 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 2.01% to 1.65%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (8,241st of 9,483), and 2,834th of 3,341 in other services. In 2024, the employer put in $8.80 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$2,147,507
Participants with balances147
Active participants159
Employer contributions$596,207
Employee contributions$67,775
Employer contribution per active participant$3,750
Average account balance$14,609
Benefits paid to participants$139,765
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.1M · 147 accts · $596K emplr
2023$1.5M · 115 accts · $295K emplr
2022$1.1M · 144 accts · $189K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,423
Investment management$16,255
Total administrative$29,678
The Hardy Window Company 401(k) match · 2024
Employer contribution per active participant$3,750
Median for plans this size$1,313
2024$3,750 per active participant
2023$1,755 per active participant
2022$1,240 per active participant

Hardy Window Company's 2024 employer contribution ran above the $1,313 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 · 20241
BENECO SYSTEMS, LLC · Participant communication · Loan processing$29,678

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

Recordkeeper by year2
2024BENECO SYSTEMS, LLC
2023BENECO SYSTEMS, LLC

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

Administrative cost history3
2024$29,678 · 1.65%
2023$26,393 · 2.09%
2022$22,524 · 2.01%
Similar plansOther Services · California
The Fresno Center CA$2.4M · 0.49%
The Reutlinger Community CA$2.3M · 0.81%
Weal Management LLC CA$2.1M · 0.09%
Seidner & Co Inc CA$2.0M · 1.91%
Westview Services, Inc. CA$2.0M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470949927 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.