Plan Ledger DOL Form 5500 · updated monthly

Hattori Hanzo Shears, Inc.401(k)

HATTORI HANZO SHEARS, INC. 401(K) PROFIT SHARING PLAN · EL DORADO HILLS, CA · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Hattori Hanzo Shears, Inc. reported $16,497 in plan administrative expenses for 2024: 0.34% of average plan assets, below the peer median. Employer contributions averaged $1,830 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 0.43% to 0.34%. 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 California (6,770th of 9,483), and 3,566th of 5,215 in retail trade. In 2024, employees put in $1.52 for every $1.00 the employer contributed; active participation has shrunk from 167 to 148 since 2022.

Plan summary
Net assets, end of year$5,713,409
Participants with balances117
Active participants148
Employer contributions$270,805
Employee contributions$412,738
Employer contribution per active participant$1,830
Average account balance$48,833
Benefits paid to participants$98,200
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 117 accts · $271K emplr
2023$4.1M · 113 accts · $242K emplr
2022$2.9M · 108 accts · $251K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,497
Total administrative$16,497
The Hattori Hanzo Shears, Inc. 401(k) match · 2024
Employer contribution per active participant$1,830
Median for plans this size$1,313
2024$1,830 per active participant
2023$1,389 per active participant
2022$1,506 per active participant

Hattori Hanzo Shears, Inc.'s 2024 employer contribution ran above 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 · 20241
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$1,460

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$16,497 · 0.34%
2023$70,843 · 2.02%
2022$12,565 · 0.43%
Same employer
Similar plansRetail Trade · California
Plaza Motors, Inc CA$5.7M · 0.22%
Trimon, Inc. CA$5.7M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800671859 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.