Plan Ledger DOL Form 5500 · updated monthly

Hunter Industries Incorporated401(k)

THE HUNTER SAVINGS INVESTMENT PLAN · SAN MARCOS, CA · plan year 2025

Reported admin expense ratio · 2025
0.15%

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

Hunter Industries Incorporated reported $349,841 in plan administrative expenses for 2025: 0.15% of average plan assets, above the peer median. Employer contributions averaged $3,752 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 0.148%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other manufacturing employers. By assets it is the 474th-largest of 9,483 plans among California employers on file, and the 983rd of 13,661 in manufacturing. In 2025, employees put in $2.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$253,553,040
Participants with balances1,541
Active participants1,157
Employer contributions$4,341,477
Employee contributions$9,825,269
Employer contribution per active participant$3,752
Average account balance$164,538
Benefits paid to participants$15,738,490
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$253.6M · 1,541 accts · $4.3M emplr
2024$220.4M · 1,562 accts · $4.1M emplr
2023$195.3M · 1,589 accts · $4.0M emplr
2022$166.4M · 1,568 accts · $3.8M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$128,525
Investment management$220,716
Total administrative$349,841
The Hunter Industries Incorporated 401(k) match · 2025
Employer contribution per active participant$3,752
Median for plans this size$4,093
2025$3,752 per active participant
2024$3,425 per active participant
2023$3,352 per active participant
2022$3,278 per active participant

Hunter Industries Incorporated's 2025 employer contribution ran below the $4,093 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 · 20254
EMPOWER ANNUITY INSURANCE COMPANY · Recordkeeping · Loan processing$128,525
QDRO CONSULTANTS COMPANY, LLC · Consulting · Recordkeeping$600
EMPOWER ADVISORY GROUP, LLC · Investment management · Investment advisory (participants)$133,636
MMA SECURITIES LLC · Investment advisory (plan)$90,337

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

Recordkeeper by year3
2025Empower, QDRO CONSULTANTS COMPANY, LLC
2024Empower
2023Empower

This plan has changed recordkeepers within these filings. If you left Hunter Industries Incorporated 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
2025$349,841 · 0.15%
2024$329,645 · 0.16%
2023$275,561 · 0.15%
2022$266,563 · 0.15%
Same employer
Similar plansManufacturing · California
Golden State Foods CA$259.7M · 0.20%
Calix, Inc. CA$256.5M · 0.07%
Headway Technologies, Inc. CA$255.8M · 0.01%
Calportland Company CA$254.9M · 0.03%
Nuvasive, Inc. CA$252.8M · 0.18%
Penumbra, Inc. CA$246.2M · 0.30%
Hilmar Cheese Company CA$236.9M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330592522 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.