Plan Ledger DOL Form 5500 · updated monthly

Horizon Nut, LLC401(k)

HORIZON NUT, LLC 401K PROFIT SHARING PLAN · TULARE, CA · plan year 2025

Reported admin expense ratio · 2025
0.72%

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

Horizon Nut, LLC reported $37,502 in plan administrative expenses for 2025: 0.72% of average plan assets, above the peer median. Employer contributions averaged $1,358 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 4 years on file its reported administrative ratio has held roughly steady near 0.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in California (6,773rd of 9,483), and 612th of 945 in agriculture, forestry & fishing. In 2025, employees put in $1.54 for every $1.00 the employer contributed; active participation has grown from 165 to 210 since 2022.

Plan summary
Net assets, end of year$5,706,234
Participants with balances177
Active participants210
Employer contributions$285,108
Employee contributions$438,498
Employer contribution per active participant$1,358
Average account balance$32,239
Benefits paid to participants$573,861
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$5.7M · 177 accts · $285K emplr
2024$4.7M · 152 accts · $211K emplr
2023$4.2M · 185 accts · $224K emplr
2022$3.5M · 192 accts · $202K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$37,502
Total administrative$37,502
The Horizon Nut, LLC 401(k) match · 2025
Employer contribution per active participant$1,358
Median for plans this size$1,464
2025$1,358 per active participant
2024$1,094 per active participant
2023$1,043 per active participant
2022$1,224 per active participant

Horizon Nut, LLC's 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
STANDARD CORP FINANCIAL GROUP · Claims processing · Recordkeeping$27,262
PASADENA PRIVATE WELATH, LLC · Investment advisory (plan)$31,088

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

Recordkeeper by year2
2025STANDARD CORP FINANCIAL GROUP
2024STANDARD CORP FINANCIAL GROUP

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Administrative cost history4
2025$37,502 · 0.72%
2024$35,584 · 0.79%
2023$28,996 · 0.75%
2022$25,594 · 0.69%
Similar plansAgriculture, Forestry & Fishing · California
Imperfect Foods, Inc CA$6.0M · 0.63%
Hollandia Produce, LLC CA$5.8M · 0.61%
Sensei AG Holdings, Inc. CA$5.7M · 0.05%
Black Oaks, Inc. CA$5.7M · 0.02%
Andersen & Sons Shelling CA$5.5M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263759189 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.