Plan Ledger DOL Form 5500 · updated monthly

Santa Maria Harvesting, LLC401(k)

SANTA MARIA HARVESTING 401(K) PLAN · SANTA MARIA, CA · plan year 2022

Reported admin expense ratio · 2022
1.03%

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

Santa Maria Harvesting, LLC reported $2,425 in plan administrative expenses for 2022: 1.03% of average plan assets, above the peer median. Employer contributions averaged $2 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in California (9,221st of 9,483), and 925th of 945 in agriculture, forestry & fishing. In 2022, employees put in $239.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$250,290
Participants with balances60
Active participants338
Employer contributions$511
Employee contributions$122,574
Employer contribution per active participant$2
Average account balance$4,172
Benefits paid to participants$51,030
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,425
Total administrative$2,425
The Santa Maria Harvesting, LLC 401(k) match · 2022
Employer contribution per active participant$2
Median for plans this size$331

Santa Maria Harvesting, LLC's 2022 employer contribution ran below the $331 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$2,425 · 1.03%
Similar plansAgriculture, Forestry & Fishing · California
Francis Russell Harris CA$309K · 0.39%
Peters Fruit Farms, Inc. CA$306K · 0.72%
Ramona Dairy CA$272K · 0.98%
Bak Festivals CA$245K · 12.21%
Rava Ranches, Inc. CA$193K · 1.59%
Fresh Origins CA$174K · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811172894 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.