Plan Ledger DOL Form 5500 · updated monthly

Square-H Brands, Inc.401(k)

SQUARE-H BRANDS, INC. 401(K) PLAN · VERNON, CA · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Square-H Brands, Inc. reported $36,010 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. Employer contributions averaged $623 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 0.65% to 0.56%. 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 (6,336th of 9,483), and 10,179th of 13,661 in manufacturing. In 2024, employees put in $5.09 for every $1.00 the employer contributed; active participation has grown from 133 to 191 since 2022.

Plan summary
Net assets, end of year$6,991,856
Participants with balances182
Active participants191
Employer contributions$118,943
Employee contributions$605,119
Employer contribution per active participant$623
Average account balance$38,417
Benefits paid to participants$421,335
Plan auditUnmodified (clean) audit opinion
AuditorSINGER LEWAK LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 182 accts · $119K emplr
2023$6.0M · 162 accts · $98K emplr
2022$5.0M · 127 accts · $97K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,494
Investment management$14,516
Total administrative$36,010
The Square-H Brands, Inc. 401(k) match · 2024
Employer contribution per active participant$623
Median for plans this size$1,313
2024$623 per active participant
2023$528 per active participant
2022$727 per active participant

Square-H Brands, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$21,494
RAYMOND JAMES & ASSOCIATES INC · Investment advisory (plan)$14,516

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$36,010 · 0.56%
2023$35,398 · 0.64%
2022$34,570 · 0.65%
Similar plansManufacturing · California
Crockett Graphics Inc CA$7.0M · 1.02%
Wintec Industries, Inc. CA$7.0M · 0.45%
General Tool Inc CA$7.0M · 0.74%
Hydroform USA, Inc. CA$7.0M · 0.56%
Irwin Naturals CA$7.0M · 1.01%
Killion Industries, Inc. CA$7.0M · 0.37%
Donsuemor, Inc. CA$7.0M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954539403 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.