Retirement plan

HURON ORCHARD SERVICES, INC. 401(K) PROFIT SHARING PLAN

Name: HURON ORCHARD SERVICES, INC. - HURON ORCHARD SERVICES, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: HURON ORCHARD SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HURON ORCHARD SERVICES, INC. 401(K) PROFIT SHARING PLAN, HURON ORCHARD SERVICES, INC.

HURON ORCHARD SERVICES, INC.EIN 83-3328515Plan #001PY 2025

7675 N. INGRAM AVENUE, SUITE 101 - FRESNO, CA 93711559-825-8884

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$497K

+37.5% from 2024

Total participants

+25.0% from 2024

Average account balance

$49,655

+10.0% from 2024

Annual return

18.44%

+8.33 pp from 2024

Benchmarks

See 1,344 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort1,344 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$497K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$50K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

142.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$70K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.44%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$454

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$5K

$649 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.915%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$49,655

$212,777-76.7%

$173,703-71.4%

$198,609-75.0%

Participation rate

100.0%

81.1%+18.9pp

75.9%+24.1pp

82.4%+17.6pp

Annual return

18.44%

18.82%-0.4pp

17.46%+1.0pp

202.70%-184.3pp

Employer contribution / active EE

$3,699

$5,214-29.1%

$4,288-13.7%

$5,055-26.8%

Participant deferral / active EE

$6,350

$5,697+11.5%

$4,854+30.8%

$6,977-9.0%

Admin fee / account holder

$454

$19,536-97.7%

$15,562-97.1%

$19,030-97.6%

HURON ORCHARD SERVICES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HURON ORCHARD SERVICES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion