Plan Ledger DOL Form 5500 · updated monthly

Hattenhauer Distributing Co.Profit-sharing plan

HATTENHAUER DISTRIBUTING PROFIT SHARING PLAN · THE DALLES, OR · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Hattenhauer Distributing Co. reported $14,300 in plan administrative expenses for 2024: 0.55% of average plan assets, above the peer median. Employer contributions averaged $3,230 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 has held roughly steady near 0.55%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Oregon (863rd of 1,021), and 4,413th of 5,215 in retail trade. active participation has grown from 101 to 113 since 2022.

Plan summary
Net assets, end of year$2,792,052
Participants with balances126
Active participants113
Employer contributions$365,000
Employee contributions—
Employer contribution per active participant$3,230
Average account balance$22,159
Benefits paid to participants$236,983
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.8M · 126 accts · $365K emplr
2023$2.4M · 123 accts · $359K emplr
2022$2.1M · 122 accts · $346K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$825
Investment management$11,375
Total administrative$14,300
Employer contributions to the Hattenhauer Distributing Co. plan · 2024
Employer contribution per active participant$3,230
Median for plans this size$1,313
2024$3,230 per active participant
2023$3,522 per active participant
2022$3,424 per active participant

Hattenhauer Distributing Co.'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 · 20242
CAPITAL GROUP RETIREMENT PLAN SERV · Recordkeeping · Custodial (securities)$825
ZUNA, LLC · Investment advisory (participants)$11,375

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

Recordkeeper by year2
2024CAPITAL GROUP RETIREMENT PLAN SERV
2023CAPITAL GROUP RETIREMENT PLAN SERV

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

Administrative cost history3
2024$14,300 · 0.55%
2023$13,307 · 0.59%
2022$12,343 · 0.56%
Similar plansRetail Trade · Oregon
Baxter Auto Parts, Inc. OR$3.7M · 0.66%
Mountain Rose, Inc. OR$2.0M · 0.17%
White Gold Inc OR$1.1M · 1.43%
Twgw, Inc. OR$1.0M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930962905 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.