Plan Ledger DOL Form 5500 · updated monthly

Harvest Properties, Inc.401(k)

HARVEST PROPERTIES, INC. 401(K) PLAN · OAKLAND, CA · plan year 2025

Reported admin expense ratio · 2025
0.20%

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

Harvest Properties, Inc. reported $53,997 in plan administrative expenses for 2025: 0.20% of average plan assets, below the peer median. Employer contributions averaged $5,682 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 3 years on file its reported administrative ratio fell from 0.24% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 2,698th-largest of 9,483 plans among California employers on file, and the 461st of 2,096 in real estate & leasing. In 2025, employees put in $2.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,692,462
Participants with balances132
Active participants67
Employer contributions$380,695
Employee contributions$1,034,822
Employer contribution per active participant$5,682
Average account balance$224,943
Benefits paid to participants$1,615,191
Plan auditUnmodified (clean) audit opinion
AuditorFRANK RIMERMAN CO. LLP
Plan history4
Yearassets · accounts · employer contribution
2025$29.7M · 132 accts · $381K emplr
2024$25.3M · 127 accts · $376K emplr
2023$22.3M · 156 accts · $639K emplr
2022$17.6M · 138 accts · $588K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$16,433
Total administrative$53,997
The Harvest Properties, Inc. 401(k) match · 2025
Employer contribution per active participant$5,682
Median for plans this size$2,666
2025$5,682 per active participant
2024$6,482 per active participant
2023$11,611 per active participant
2022$9,191 per active participant

Harvest Properties, Inc.'s 2025 employer contribution ran above the $2,666 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.

Service providers · 20252
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$37,564
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$16,433

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

Administrative cost history4
2025$53,997 · 0.20%
2024$111,684 · 0.47%
2023$44,951 · 0.23%
2022$45,073 · 0.24%
Similar plansReal Estate & Leasing · California
Saban Capital Group LLC CA$29.9M · 0.35%
Wedgewood, LLC CA$29.7M · 0.76%
Legacy Partners Realty Inc CA$28.8M · 0.33%
Filbert Management CA$28.3M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943398804 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.