Plan Ledger DOL Form 5500 · updated monthly

Hughson Nut, Inc.401(k)

HUGHSON NUT, INC. 401(K) PROFIT SHARING PLAN · HUGHSON, CA · plan year 2023

Reported admin expense ratio · 2023
0.09%

Hughson Nut, Inc. reported $2,275 in plan administrative expenses for 2023: 0.09% of average plan assets, lower than ~75% of peers. 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 1 year on file its reported administrative ratio rose from 0.087% to 0.094%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (8,107th of 9,483), and 12,593rd of 13,661 in manufacturing.

Plan summary
Net assets, end of year$2,444,240
Participants with balances94
Active participants167
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$26,003
Benefits paid to participants$248,613
Plan auditUnmodified (clean) audit opinion
AuditorSCHWARTZ, GIANNINI, LANTSBERGER & A
Plan history2
Yearassets · accounts · employer contribution
2023$2.4M · 94 accts
2022$2.4M · 106 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,100
Total administrative$2,275
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
LPL FINANCIALindirect comp

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

Administrative cost history2
2023$2,275 · 0.09%
2022$2,100 · 0.09%
Similar plansManufacturing · California
Ampine LLC CA$2.5M · 0.71%
Yosemite Foods, Inc. CA$2.5M · 1.02%
Ergonom Corporation CA$2.5M · 0.18%
Royal Custom Designs, LLC CA$2.4M · 0.59%
INNOV8 Holdings, LLC CA$2.4M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770077602 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.