Plan Ledger DOL Form 5500 · updated monthly

Holien, Inc. dba Anza, Incorporated401(k)

ANZA 401K RETIREMENT SAVINGS PLAN · WATERTOWN, SD · plan year 2022

Reported admin expense ratio · 2022
0.59%

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

Holien, Inc. dba Anza, Incorporated reported $96,365 in plan administrative expenses for 2022: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $376 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is the 111th-largest of 233 plans among South Dakota employers on file, and 7,376th of 13,661 in manufacturing. In 2022, employees put in $5.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,048,966
Participants with balances414
Active participants362
Employer contributions$135,949
Employee contributions$814,466
Employer contribution per active participant$376
Average account balance$33,935
Benefits paid to participants$2,637,650
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$96,365
Total administrative$96,365
The Holien, Inc. dba Anza, Incorporated 401(k) match · 2022
Employer contribution per active participant$376
Median for plans this size$2,266

Holien, Inc. dba Anza, Incorporated's 2022 employer contribution ran below the $2,266 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$96,365 · 0.59%
Similar plansManufacturing · South Dakota
Dakota Provisions, LLC SD$16.6M · 0.67%
Fimco, Inc. SD$16.5M · 0.44%
Adams Thermal Systems Inc. SD$16.2M · 0.52%
Falcon Plastics, Inc. SD$15.6M · 0.02%
Sioux Steel Company SD$13.9M · 0.50%
Orion Food Systems, LLC SD$13.8M · 0.31%
Cimarron Label, Inc. SD$12.4M · 0.29%
Harvard Integrations, LP SD$10.6M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 460424466 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.