Plan Ledger DOL Form 5500 · updated monthly

Harrells, Inc.ESOP

HARRELL'S EMPLOYEE STOCK OWNERSHIP PLAN · LAKELAND, FL · plan year 2025

Reported admin expense ratio · 2025
0.00%

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

Harrells, Inc. reported $2,715 in plan administrative expenses for 2025: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $16,723 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.

The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other manufacturing employers. By assets it is the 247th-largest of 3,644 plans among Florida employers on file, and the 1,489th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$140,268,520
Participants with balances522
Active participants488
Employer contributions$8,160,972
Employee contributions—
Employer contribution per active participant$16,723
Average account balance$268,714
Benefits paid to participants$2,835,622
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$140.3M · 522 accts · $8.2M emplr
2024$60.3M · 499 accts · $6.3M emplr
2023$6.0M · 486 accts · $5.8M emplr
2022$-17.9M · 472 accts · $6.0M emplr
Employer contributions to the Harrells, Inc. plan · 2025
Employer contribution per active participant$16,723
Median for plans this size$4,093
2025$16,723 per active participant
2024$13,608 per active participant
2023$12,700 per active participant
2022$13,207 per active participant

Harrells, Inc.'s 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2025$2,715 · 0.00%
2024Not separately reported
2023Not separately reported
2022Not separately reported
Similar plansManufacturing · Florida
Helios Technologies, Inc. FL$181.4M · 0.16%
Zimvie US Corp LLC. FL$178.5M · 0.14%
Saft America, Inc. FL$160.0M · 0.19%
Pgt Industries, Inc. FL$140.0M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320506573 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.