Plan Ledger DOL Form 5500 · updated monthly

J.D. Heiskell Holdings, LLC401(k)

J.D. HEISKELL HOLDINGS, LLC 401(K) PLAN · TULARE, CA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

J.D. Heiskell Holdings, LLC reported $114,418 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $4,110 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 fell from 0.24% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,265th-largest of 9,483 plans among California employers on file, and the 2,350th of 13,661 in manufacturing. In 2024, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$74,498,775
Participants with balances955
Active participants525
Employer contributions$2,157,775
Employee contributions$3,874,702
Employer contribution per active participant$4,110
Average account balance$78,009
Benefits paid to participants$3,863,182
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$74.5M · 955 accts · $2.2M emplr
2023$63.7M · 956 accts · $2.0M emplr
2022$57.4M · 973 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$90,809
Trustee / custodial$23,609
Total administrative$114,418
The J.D. Heiskell Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$4,110
Median for plans this size$3,635
2024$4,110 per active participant
2023$3,712 per active participant
2022$3,575 per active participant

J.D. Heiskell Holdings, LLC's 2024 employer contribution ran above 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 · 20242
NEWPORT GROUP, INC. · Contract administrator · Recordkeeping$90,809
NEWPORT TRUST COMPANY · Trustee$23,609

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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Administrative cost history3
2024$114,418 · 0.17%
2023$144,180 · 0.24%
2022$150,157 · 0.24%
Same employer
Similar plansManufacturing · California
Garratt-Callahan Company CA$76.5M · 0.54%
Calamp Corp. CA$75.8M · 0.12%
Meyer Corporation US CA$75.8M · 0.03%
Sunsweet Growers Inc. CA$74.7M · 0.24%
Resonac America Inc. CA$74.1M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770543702 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.