Plan Ledger DOL Form 5500 · updated monthly

Home and Body Company401(k)

HOME AND BODY COMPANY 401(K) PROFIT SHARING PLAN · HUNTINGTON BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Home and Body Company reported $30,222 in plan administrative expenses for 2024: 0.64% of average plan assets, above the peer median. Employer contributions averaged $319 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 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (7,098th of 9,483), and 11,364th of 13,661 in manufacturing. In 2024, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,704,038
Participants with balances102
Active participants256
Employer contributions$81,539
Employee contributions$142,526
Employer contribution per active participant$319
Average account balance$46,118
Benefits paid to participants$188,365
Plan auditUnmodified (clean) audit opinion
AuditorGABRIEL FRISBY
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,126
Investment management$27,096
Total administrative$30,222
The Home and Body Company 401(k) match · 2024
Employer contribution per active participant$319
Median for plans this size$1,313

Home and Body Company's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
HD VEST · Recordkeeping · Trustee$19,228
ADP, INC. · Recordkeeping$10,994

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

Administrative cost history1
2024$30,222 · 0.64%
Similar plansManufacturing · California
Pacific Paper Tube Inc CA$4.8M · 0.26%
The Peggs Co., Inc. CA$4.7M · 1.13%
Monique Lhuillier, Inc. CA$4.7M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201229579 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.