Plan Ledger DOL Form 5500 · updated monthly

J. Harris Industrial Water Treatment, Inc.401(k)

PURETEC INDUSTRIAL WATER 401(K) PLAN · OXNARD, CA · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

J. Harris Industrial Water Treatment, Inc. reported $55,435 in plan administrative expenses for 2024: 0.57% of average plan assets, above the peer median. Employer contributions averaged $1,487 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 0.54% to 0.57%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (5,489th of 9,483), and 8,841st of 13,661 in manufacturing. In 2024, employees put in $3.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,876,685
Participants with balances124
Active participants153
Employer contributions$227,473
Employee contributions$744,298
Employer contribution per active participant$1,487
Average account balance$79,651
Benefits paid to participants$1,730,456
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 124 accts · $227K emplr
2023$9.7M · 127 accts · $221K emplr
2022$8.1M · 122 accts · $179K emplr
Administrative expenses, itemized · 2024
Investment management$38,161
Total administrative$55,435
The J. Harris Industrial Water Treatment, Inc. 401(k) match · 2024
Employer contribution per active participant$1,487
Median for plans this size$1,313
2024$1,487 per active participant
2023$1,392 per active participant
2022$1,114 per active participant

J. Harris Industrial Water Treatment, Inc.'s 2024 employer contribution ran above the $1,313 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
AT RETIREMENT SERVICES, LLC · Claims processing · Recordkeeping$17,274
CREATIVE PLANNING, INC. · Investment advisory (participants) · Investment advisory (plan)$38,161

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

Recordkeeper by year2
2024AT RETIREMENT SERVICES, LLC
2023AT RETIREMENT SERVICES, LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$55,435 · 0.57%
2023$47,192 · 0.53%
2022$46,045 · 0.54%
Same employer
Similar plansManufacturing · California
Lin Engineering, Inc. CA$9.9M · 0.56%
Acromil, LLC CA$9.9M · 0.56%
Universal Molding Company CA$9.9M · 0.49%
Overair, Inc. CA$9.9M · 0.29%
Rombauer Vineyards, Inc. CA$9.9M · 0.54%
The Dot Printer, Inc. CA$9.8M · 0.67%
Infosend, Inc. CA$9.8M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770116833 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.