Plan Ledger DOL Form 5500 · updated monthly

Mountain Hardware and Sports, Inc.ESOP

MOUNTAIN HARDWARE AND SPORTS EMPLOYEE STOCK OWNERSHIP PLAN · TRUCKEE, CA · plan year 2023

Reported admin expense ratio · 2023
0.02%

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

Mountain Hardware and Sports, Inc. reported $1,655 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,895 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 0.010% to 0.008%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (5,216th of 9,483), and the 2,461st of 5,215 in retail trade.

Plan summary
Net assets, end of year$10,925,791
Participants with balances166
Active participants93
Employer contributions$1,199,194
Employee contributions—
Employer contribution per active participant$12,895
Average account balance$65,818
Benefits paid to participants$920,990
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.7M · 175 accts · $659K emplr
2023$10.9M · 166 accts · $1.2M emplr
2022$10.5M · 158 accts · $761K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,050
Trustee / custodial$90
Total administrative$1,655
Employer contributions to the Mountain Hardware and Sports, Inc. plan · 2023
Employer contribution per active participant$12,895
Median for plans this size$2,440
2024$7,320 per active participant
2023$12,895 per active participant
2022$8,648 per active participant

Mountain Hardware and Sports, Inc.'s 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top quarter of its peers. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$860 · 0.01%
2023$1,655 · 0.02%
2022$1,045 · 0.01%
Same employer
Similar plansRetail Trade · California
Jaco Oil Company CA$11.0M · 0.02%
McKenna Motor Company, Inc. CA$11.0M · 0.47%
Nora Lighting, Inc. CA$11.0M · 0.75%
Frontier Auto Sales CA$10.9M · 0.27%
Event Network, LLC CA$10.9M · 0.74%
E.M. Tharp, Inc. CA$10.9M · 0.49%
Folsom Lake Ford CA$10.9M · 0.02%
Garberville Gas Corporation CA$10.8M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942605582 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.