Plan Ledger DOL Form 5500 · updated monthly

Holliday Rock Co., Inc.401(k)

HOLLIDAY ROCK CO., INC. 401(K) PROFIT SHARING PLAN · UPLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Holliday Rock Co., Inc. reported $89,457 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $2,050 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 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 2,389th-largest of 9,483 plans among California employers on file, and the 500th of 2,677 in transportation & warehousing. In 2024, employees put in $1.41 for every $1.00 the employer contributed; active participation has grown from 502 to 831 since 2022.

Plan summary
Net assets, end of year$34,859,534
Participants with balances481
Active participants831
Employer contributions$1,703,341
Employee contributions$2,395,166
Employer contribution per active participant$2,050
Average account balance$72,473
Benefits paid to participants$781,038
Plan auditUnmodified (clean) audit opinion
AuditorROGERS, CLEM & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$34.9M · 481 accts · $1.7M emplr
2023$27.5M · 432 accts · $1.4M emplr
2022$22.7M · 407 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Investment management$89,457
Total administrative$89,457
The Holliday Rock Co., Inc. 401(k) match · 2024
Employer contribution per active participant$2,050
Median for plans this size$2,416
2024$2,050 per active participant
2023$1,748 per active participant
2022$2,449 per active participant

Holliday Rock Co., Inc.'s 2024 employer contribution ran below the $2,416 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 · 20243
ACCELERATE INVESTMENT ADVISORS LLC · Investment advisory (plan)$51,884
CAPITAL GROUP RETIREMENT PLAN SVS$38,865
NATIONAL PENSION SERVICES CORP · Contract administrator$3,200

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

Administrative cost history3
2024$89,457 · 0.29%
2023$73,667 · 0.29%
2022$72,060 · 0.30%
Same employer
Similar plansTransportation & Warehousing · California
Glovis America, Inc. CA$38.8M · 0.59%
Williams Tank Lines, LLC CA$37.5M · 0.44%
Bay Ship and Yacht Company CA$35.4M · 0.56%
Biagi Bros., Inc. CA$33.4M · 0.32%
Wedriveu, Inc. CA$32.8M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952105161 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.