Plan Ledger DOL Form 5500 · updated monthly

Hollandia Produce Group, Inc.ESOP

HOLLANDIA PRODUCE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN · CARPINTERIA, CA · plan year 2023

Reported admin expense ratio · 2023
1.77%

Hollandia Produce Group, Inc. reported $27,179 in plan administrative expenses for 2023: 1.77% of average plan assets, higher than ~90% of peers. 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 1 year on file its reported administrative ratio rose from 1.77% to 6.89%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in California (8,447th of 9,483), and 827th of 945 in agriculture, forestry & fishing.

Plan summary
Net assets, end of year$1,702,179
Participants with balances122
Active participants91
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$13,952
Plan auditUnmodified (clean) audit opinion
AuditorROORDA, PIQUET & BEESE, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$733K · 122 accts
2023$1.7M · 122 accts
2022$1.4M · 122 accts · $168K emplr
Administrative expenses, itemized · 2023
Investment management$27,179
Total administrative$27,179
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
ASCENSUS HOLDINGS, LLC - FUTUREPLAN · Recordkeepingindirect comp
GREATBANC TRUST COMPANY · Trustee$27,180
STOUT RISIUS ROSS, LLC · Valuationindirect comp

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

Recordkeeper by year2
2024FUTUREPLAN
2023Ascensus

This plan has changed recordkeepers within these filings. If you left Hollandia Produce Group, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$83,885 · 6.89%
2023$27,179 · 1.77%
2022Not separately reported
Similar plansAgriculture, Forestry & Fishing · California
Grower Direct Nut Company CA$2.1M · 0.86%
Corazon Del Campo LLC CA$1.8M · 0.85%
Ve Peo, LLC CA$1.6M · 0.06%
Bfi Harvesting, Inc. CA$1.4M · 0.07%
Planasa US Holdings CA$1.3M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475193359 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.