Plan Ledger DOL Form 5500 · updated monthly

Harvest Sherwood Food Distributors, Inc401(k)

HARVEST SHERWOOD FOOD DISTRIBUTORS EMPLOYEE 401(K) PLAN · NATIONAL CITY, CA · plan year 2022

Reported admin expense ratio · 2022
0.31%

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

Harvest Sherwood Food Distributors, Inc reported $236,685 in plan administrative expenses for 2022: 0.31% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,458 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 9,341 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,332nd-largest of 9,483 plans among California employers on file, and the 599th of 4,246 in wholesale trade. In 2022, employees put in $3.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$69,823,110
Participants with balances1,430
Active participants1,099
Employer contributions$1,602,628
Employee contributions$6,198,541
Employer contribution per active participant$1,458
Average account balance$48,827
Benefits paid to participants$9,063,496
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$44,132
Investment management$192,553
Total administrative$236,685
The Harvest Sherwood Food Distributors, Inc 401(k) match · 2022
Employer contribution per active participant$1,458
Median for plans this size$3,449

Harvest Sherwood Food Distributors, Inc's 2022 employer contribution ran below the $3,449 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$236,685 · 0.31%
Similar plansWholesale Trade · California
Pioneer North America, Inc. CA$71.5M · 0.05%
Boardriders, Inc. CA$70.7M · 0.29%
Jvckenwood USA Corporation CA$67.4M · 0.10%
Donaghy Sales, Inc. CA$66.8M · 0.04%
Multiquip Inc. CA$66.6M · 0.33%
Bakemark USA LLC CA$66.6M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930828735 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.