Plan Ledger DOL Form 5500 · updated monthly

Hilltop Ranch, Inc.401(k)

HILLTOP RANCH, INC. PROFIT SHARING 401(K) PLAN · BALLICO, CA · plan year 2024

Reported admin expense ratio · 2024
0.87%

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

Hilltop Ranch, Inc. reported $37,893 in plan administrative expenses for 2024: 0.87% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,868 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 0.865%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in California (7,161st of 9,483), and 661st of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.64 for every $1.00 the employer contributed; active participation has shrunk from 148 to 108 since 2022.

Plan summary
Net assets, end of year$4,545,885
Participants with balances120
Active participants108
Employer contributions$201,752
Employee contributions$330,451
Employer contribution per active participant$1,868
Average account balance$37,882
Benefits paid to participants$683,504
Plan auditUnmodified (clean) audit opinion
AuditorATHERTON & ASSOCIATES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 120 accts · $202K emplr
2023$4.2M · 134 accts · $211K emplr
2022$3.4M · 119 accts · $178K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,320
Investment management$16,573
Total administrative$37,893
The Hilltop Ranch, Inc. 401(k) match · 2024
Employer contribution per active participant$1,868
Median for plans this size$1,313
2024$1,868 per active participant
2023$1,493 per active participant
2022$1,200 per active participant

Hilltop Ranch, 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 USA · Recordkeeping$3,463

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$37,893 · 0.87%
2023$36,261 · 0.95%
2022$33,721 · 0.87%
Similar plansAgriculture, Forestry & Fishing · California
Allied Potato, Inc. CA$4.9M · 1.25%
Halter Winery, LLC CA$4.9M · 0.01%
Tos Farms, Inc. CA$4.5M · 0.75%
Franklin Logging Inc CA$4.2M · 0.62%
Fisher Ranch, LLC CA$4.0M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770529522 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.