Plan Ledger DOL Form 5500 · updated monthly

Holt Farms, LLC401(k)

HOLT FARMS 401K PROFIT SHARING PLAN · ENTERPRISE, UT · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Holt Farms, LLC reported $7,705 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,769 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 has held roughly steady near 0.121%. 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 Utah (541st of 848), and 558th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,981,463
Participants with balances190
Active participants142
Employer contributions$251,212
Employee contributions$323,195
Employer contribution per active participant$1,769
Average account balance$36,745
Benefits paid to participants$58,242
Plan auditUnmodified (clean) audit opinion
AuditorSQUIRE & COMPANY, PC
Plan history2
Yearassets · accounts · employer contribution
2024$7.0M · 190 accts · $251K emplr
2023$5.8M · 171 accts · $224K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,455
Investment management$250
Total administrative$7,705
The Holt Farms, LLC 401(k) match · 2024
Employer contribution per active participant$1,769
Median for plans this size$1,313
2024$1,769 per active participant
2023$1,644 per active participant

Holt Farms, LLC'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

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

Administrative cost history2
2024$7,705 · 0.12%
2023$6,208 · 0.12%
Similar plansAgriculture, Forestry & Fishing · Utah
Fassio Egg Farms, Inc. UT$12.3M · 0.09%
Native Seed, LP UT$11.3M · 0.54%
True Leaf LLC UT$2.0M · 1.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320299218 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.