Plan Ledger DOL Form 5500 · updated monthly

Holtzman Enterprises Inc.401(k)

HOLTZMAN ENTERPRISES INC. 401K RETIREMENT PLAN · WESTMINSTER, CO · plan year 2022

Reported admin expense ratio · 2022
0.07%

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

Holtzman Enterprises Inc. reported $996 in plan administrative expenses for 2022: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $326 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Colorado (1,322nd of 1,461), and 2,996th of 3,341 in other services. In 2022, employees put in $2.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,358,652
Participants with balances55
Active participants154
Employer contributions$50,215
Employee contributions$132,288
Employer contribution per active participant$326
Average account balance$24,703
Benefits paid to participants$182,367
Plan auditDisclaimer of opinion
AuditorSTEPHEN LANG & ASSOC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$996
Total administrative$996
The Holtzman Enterprises Inc. 401(k) match · 2022
Employer contribution per active participant$326
Median for plans this size$1,114

Holtzman Enterprises Inc.'s 2022 employer contribution ran below the $1,114 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$996 · 0.07%
Same employer
Similar plansOther Services · Colorado
Radiance Holdings, LLC CO$2.8M · 0.11%
Wenco Industries, Inc. CO$2.5M · 2.00%
Floyds 99 Holdings, LLC CO$2.2M · 1.79%
Btb Home Care LLC CO$46K · 12.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431367995 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.