Plan Ledger DOL Form 5500 · updated monthly

Hollandia Dairy, Inc.401(k)

HOLLANDIA DAIRY, INC. MERIT AND 401(K) PLAN · SAN MARCOS, CA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Hollandia Dairy, Inc. reported $16,088 in plan administrative expenses for 2024: 0.19% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,232 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 rose from 0.15% to 0.19%. 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 (5,793rd of 9,483), and 494th of 945 in agriculture, forestry & fishing. In 2024, employees put in $2.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,808,722
Participants with balances218
Active participants187
Employer contributions$230,363
Employee contributions$491,141
Employer contribution per active participant$1,232
Average account balance$40,407
Benefits paid to participants$810,776
Plan auditUnmodified (clean) audit opinion
AuditorHERBEIN & COMPANY INC
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 218 accts · $230K emplr
2023$7.9M · 209 accts · $230K emplr
2022$7.5M · 187 accts · $237K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,586
Investment management$6,502
Total administrative$16,088
The Hollandia Dairy, Inc. 401(k) match · 2024
Employer contribution per active participant$1,232
Median for plans this size$1,313
2024$1,232 per active participant
2023$1,199 per active participant
2022$1,354 per active participant

Hollandia Dairy, Inc.'s 2024 employer contribution ran below 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 · 20242
ADP, INC. · Loan processing · Recordkeeping$9,586
CAMBRIDGE INVESTMENT GROUP · Recordkeeping · Trustee$6,502

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

Recordkeeper by year2
2024ADP, CAMBRIDGE INVESTMENT GROUP
2023ADP, CAMBRIDGE INVESTMENT GROUP

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

Administrative cost history3
2024$16,088 · 0.19%
2023$13,181 · 0.17%
2022$11,752 · 0.15%
Similar plansAgriculture, Forestry & Fishing · California
Sierra Gold Nurseries Inc CA$8.9M · 0.28%
Monterey Pacific, Inc. CA$8.9M · 0.42%
Munger Bros., LLC CA$8.9M · 0.04%
Boskovich Farms, Inc. CA$8.7M · 0.64%
Bee Sweet Citrus, Inc. CA$8.3M · 1.36%
Bridge Group Hh, Inc. CA$8.1M · 0.99%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952398610 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.