Plan Ledger DOL Form 5500 · updated monthly

Harold Jones Landscape, Inc.401(k)

HAROLD JONES LANDSCAPE, INC 401(K) P/S PLAN · MOORPARK, CA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Harold Jones Landscape, Inc. reported $17,583 in plan administrative expenses for 2024: 0.36% of average plan assets, below the peer median. Employer contributions averaged $1,167 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 0.86% to 0.36%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (6,961st of 9,483), and 1,424th of 2,534 in administrative & support services. In 2024, employees put in $1.64 for every $1.00 the employer contributed; active participation has grown from 124 to 141 since 2022.

Plan summary
Net assets, end of year$5,136,761
Participants with balances176
Active participants141
Employer contributions$164,594
Employee contributions$269,843
Employer contribution per active participant$1,167
Average account balance$29,186
Benefits paid to participants$350,058
Plan auditUnmodified (clean) audit opinion
AuditorGARRETY AND ASSOCIATES CPA LLC
Plan history3
Yearassets · accounts · employer contribution
2024$5.1M · 176 accts · $165K emplr
2023$4.6M · 170 accts · $450K emplr
2022$3.6M · 141 accts · $482K emplr
The Harold Jones Landscape, Inc. 401(k) match · 2024
Employer contribution per active participant$1,167
Median for plans this size$1,313
2024$1,167 per active participant
2023$3,168 per active participant
2022$3,887 per active participant

Harold Jones Landscape, Inc.'s 2024 employer contribution ran below 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 · 20244
OASIC WEALTH INC. · Investment advisory (plan)$11,967
SECURITIES AMERICA · Investment advisory (plan)$1,362
EMPOWER ADVISORY GROUP, LLC · Investment management$106

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$17,583 · 0.36%
2023$41,960 · 1.02%
2022$30,543 · 0.86%
Similar plansAdministrative & Support Services · California
Plate Iq CA$4.9M · 0.20%
Guideness, LLC CA$4.9M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952785388 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.