Samuel Hale, LLC401(k)
SAMUEL HALE, LLC ADOPTER OF SAMUEL HALE 401(K) & SAVINGS PLAN · FOLSOM, CA · plan year 2023
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
Samuel Hale, LLC reported $16,920 in plan administrative expenses for 2023: 2.35% of average plan assets, above the peer median. Employer contributions averaged $1,324 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 1 year on file its reported administrative ratio fell from 3.67% to 2.35%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in California (8,853rd of 9,483), and 871st of 945 in agriculture, forestry & fishing. In 2023, employees put in $1.68 for every $1.00 the employer contributed.
Samuel Hale, LLC's 2023 employer contribution ran above the $522 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.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
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Source: U.S. Department of Labor, Form 5500 series, EIN 320491109 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.