Plan Ledger DOL Form 5500 · updated monthly

HUDDL3 Group401(k)

HUDDL3 GROUP 401K PLAN · TUSTIN, CA · plan year 2024

Reported admin expense ratio · 2024
0.36%

HUDDL3 Group reported $126,951 in plan administrative expenses for 2024: 0.36% of average plan assets, above 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.

Across the 2 years on file its reported administrative ratio fell from 0.46% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 2,330th-largest of 9,483 plans among California employers on file, and the 395th of 2,534 in administrative & support services. active participation has grown from 856 to 1,047 since 2022.

Plan summary
Net assets, end of year$35,857,874
Participants with balances571
Active participants1,047
Employer contributions—
Employee contributions$3,956,264
Employer contribution per active participant—
Average account balance$62,798
Benefits paid to participants$8,217,191
Plan auditUnmodified (clean) audit opinion
AuditorWERTZ AND COMPANY
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $7K emplr
2024$35.9M · 571 accts
2023$34.3M · 593 accts
2022$29.9M · 585 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75,049
Investment management$51,902
Total administrative$126,951
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 · 20243
ADP, INC. · Loan processing · Recordkeeping$85,356
GLOBAL RETIREMENT PARTNERS · Recordkeeping · Pension consulting$60,041
WERTZ & COMPANY · Recordkeeping · Pension consulting$11,573

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

Recordkeeper by year3
2025ADP, GLOBAL RETIREMENT PARTNERS
2024ADP, GLOBAL RETIREMENT PARTNERS, WERTZ & COMPANY
2023ADP, BOURGEOIS DENNETT LLC, GLOBAL RETIREMENT PARTNERS, WERTZ & COMPANY

This plan has changed recordkeepers within these filings. If you left HUDDL3 Group before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025Not separately reported
2024$126,951 · 0.36%
2023$38,462 · 0.12%
2022$104,902 · 0.46%
Same employer
Similar plansAdministrative & Support Services · California
Ati Restoration, LLC CA$41.1M · 0.28%
Eplica, Inc. CA$35.9M · 0.21%
24 7.AI, Inc. CA$35.3M · 0.28%
Medpoint Management, Inc. CA$34.9M · 0.41%
Rfi Enterprises, Inc. CA$34.8M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 852208820 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.