Plan Ledger DOL Form 5500 · updated monthly

Hunsaker & Associates Irvine Inc401(k)

HUNSAKER & ASSOCIATES IRVINE, INC. PROFIT SHARING PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Hunsaker & Associates Irvine Inc reported $159,536 in plan administrative expenses for 2024: 0.26% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,922 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 2 years on file its reported administrative ratio rose from 0.19% to 0.26%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,417th-largest of 9,483 plans among California employers on file, and the 2,198th of 11,654 in professional & technical services. In 2024, employees put in $5.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$65,114,076
Participants with balances235
Active participants184
Employer contributions$537,561
Employee contributions$2,709,783
Employer contribution per active participant$2,922
Average account balance$277,081
Benefits paid to participants$4,190,374
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$65.1M · 235 accts · $538K emplr
2023$58.1M · 38 accts · $691K emplr
2022$52.4M · 238 accts · $585K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$87,506
Investment management$49,247
Total administrative$159,536
The Hunsaker & Associates Irvine Inc 401(k) match · 2024
Employer contribution per active participant$2,922
Median for plans this size$3,635
2024$2,922 per active participant
2023$3,714 per active participant
2022$3,063 per active participant

Hunsaker & Associates Irvine Inc's 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$44,829
WRIGHT FORD YOUNG & CO$7,250
RESOURCES INVESTMENT ADVISORS, LLC · Investment management$2,568
ONE DIGITAL TOPCO LLC DBA RESOURCES · Investment advisory (plan)$1,850

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

Administrative cost history3
2024$159,536 · 0.26%
2023$125,860 · 0.23%
2022$108,868 · 0.19%
Same employer
Similar plansProfessional & Technical Services · California
Denali Therapeutics Inc. CA$65.7M · 0.00%
Anser Advisory, LLC. CA$65.2M · 0.30%
Mark Thomas & Company, Inc. CA$65.2M · 0.23%
Softbank Inc. CA$64.9M · 0.23%
Baiduusa LLC CA$64.7M · 0.06%
Meridianlink, Inc. CA$64.4M · 0.30%
Rigel Pharmaceuticals Inc. CA$64.3M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953123103 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.