Plan Ledger DOL Form 5500 · updated monthly

HR Logistics401(k)

HR LOGISTICS 401(K) PLAN · SAN JOSE, CA · plan year 2022

Reported admin expense ratio · 2022
0.77%

HR Logistics reported $296 in plan administrative expenses for 2022: 0.77% of average plan assets, below the peer median. 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (9,459th of 9,483), and 5,205th of 5,215 in retail trade.

Plan summary
Net assets, end of year$5,712
Participants with balances67
Active participants0
Employer contributions$0
Employee contributions$0
Employer contribution per active participant—
Average account balance$85
Benefits paid to participants$50,717
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$201
Total administrative$296
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$296 · 0.77%
Similar plansRetail Trade · California
2ND Street USA Inc CA$42K · 0.38%
Kids Empire CA$12K · 0.47%
Fitness Anywhere LLC CA$564 · 1.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822879886 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.