Plan Ledger DOL Form 5500 · updated monthly

M.J. Hall & Company, Inc.401(k)

M.J. HALL & COMPANY, INC. 401(K) PLAN · STOCKTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

M.J. Hall & Company, Inc. reported $11,177 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,915 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 0.08% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 3,817th-largest of 9,483 plans among California employers on file, and 3,185th of 4,798 in finance & insurance. In 2024, employees put in $2.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,642,145
Participants with balances170
Active participants108
Employer contributions$422,837
Employee contributions$993,359
Employer contribution per active participant$3,915
Average account balance$109,660
Benefits paid to participants$3,164,767
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$18.6M · 170 accts · $423K emplr
2023$18.4M · 176 accts · $412K emplr
2022$16.2M · 174 accts · $466K emplr
Administrative expenses, itemized · 2024
Audit (IQPA)$11,177
Total administrative$11,177
The M.J. Hall & Company, Inc. 401(k) match · 2024
Employer contribution per active participant$3,915
Median for plans this size$2,416
2024$3,915 per active participant
2023$3,677 per active participant
2022$4,318 per active participant

M.J. Hall & Company, Inc.'s 2024 employer contribution ran above the $2,416 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
CROWE HORWATH, LLP · Accounting / audit$11,177

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$11,177 · 0.06%
2023Not separately reported
2022$14,580 · 0.08%
Similar plansFinance & Insurance · California
American Riviera Bank CA$19.2M · 0.22%
Santa Cruz County Bank CA$18.8M · 0.22%
S1L, Inc. CA$18.6M · 0.48%
Excite Credit Union CA$18.3M · 0.29%
Sacramento Credit Union CA$18.2M · 0.22%
Safe 1 Credit Union CA$18.1M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942235150 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.