Plan Ledger DOL Form 5500 · updated monthly

The Hettema Group401(k)

THE HETTEMA GROUP PROFIT SHARING 401K PLAN · PASADENA, CA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

The Hettema Group reported $4,014 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,307 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (7,048th of 9,483), and 940th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $3.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,863,490
Participants with balances110
Active participants63
Employer contributions$145,320
Employee contributions$555,439
Employer contribution per active participant$2,307
Average account balance$44,214
Benefits paid to participants$541,852
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,825
Investment management$1,939
Total administrative$4,014
The The Hettema Group 401(k) match · 2024
Employer contribution per active participant$2,307
Median for plans this size$1,313

The Hettema Group's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
VOYA RETIREMENT INSURANCE AND ANNUI · Investment advisory (plan)$2,627
ONEDIGITAL TOPCO LLCindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$4,014 · 0.09%
Similar plansArts, Entertainment & Recreation · California
The Rinks Foundation CA$5.5M · 0.70%
I/D Public Relations CA$5.3M · 0.62%
Blackhawk Country Club CA$5.3M · 0.51%
Glen Ivy Hot Springs CA$4.5M · 0.51%
Elk Valley Rancheria CA$4.4M · 0.63%
Gold Country Casino CA$4.4M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270028214 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.