Employers › U-Haul Holding
Recordkeeping fees per participant · U-haul Holding Company 401(k) Savings Plan · plan year 2024
$36.89
Higher than 33% of the 1,697 plans $250M to 1B that report it.
= $986,345 / 26,736
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250924163309NAL0009470227001, received 2025-09-24
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250924163309NAL0009470227001, received 2025-09-24
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-24.
Administrative expenses excluding investment management, per participant
$36.97
Higher than 21% of the 2,324 plans $250M to 1B that report it.
= $988,445 / 26,736
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250924163309NAL0009470227001, received 2025-09-24
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250924163309NAL0009470227001, received 2025-09-24
Administrative expenses per participant
$36.97
Higher than 14% of the 2,405 plans $250M to 1B that report it.
= $988,445 / 26,736
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250924163309NAL0009470227001, received 2025-09-24
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250924163309NAL0009470227001, received 2025-09-24
Administrative expenses as a share of assets
0.179%
Higher than 89% of the 2,407 plans $250M to 1B that report it.
= $988,445 / $551,534,186
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250924163309NAL0009470227001, received 2025-09-24
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250924163309NAL0009470227001, received 2025-09-24
Employer contributions per participant
$0
Fewer than 50 comparable plans report this figure; no percentile.
= $0 / 26,736
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250924163309NAL0009470227001, received 2025-09-24
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250924163309NAL0009470227001, received 2025-09-24
Employer share of total contributions
0.0%
Fewer than 50 comparable plans report this figure; no percentile.
= $0 / $58,032,389
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250924163309NAL0009470227001, received 2025-09-24
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250924163309NAL0009470227001, received 2025-09-24
Plan terms are described in U-Haul Holding Co's SEC filings: Form 10-K filed 2026-05-27. No term could be quoted from them with the required precision.
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2S pre-approved plan document · 2T default investment (QDIA) · 3F · 2E profit-sharing · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250924163309NAL0009470227001, received 2025-09-24
| Field | Value | Source |
|---|---|---|
| Plan sponsor | U-HAUL HOLDING COMPANY | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Plan name | U-HAUL HOLDING COMPANY 401(K) SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Sponsor EIN / plan number | 88-0106815 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Sponsor location | PHOENIX, AZ | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Industry (business code) | 532100, Real estate and rental and leasing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Filing received | 2025-09-24 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Participants, beginning of year | 35,385 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Active participants | 33,949 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Participants, end of year | 37,756 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Participants with an account balance | 26,736 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Total assets, beginning of year | $499,181,682 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Total assets, end of year | $551,534,186 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Net assets, end of year | $551,534,186 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Total income | $116,244,747 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Net income | $42,539,169 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Employer contributions | $0 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Participant contributions | $56,777,247 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Other contributions (incl. rollovers) | $1,255,142 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Total contributions | $58,032,389 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Benefit payments | $72,518,097 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Total expenses (incl. benefit payments) | $73,705,578 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Total administrative expenses | $988,445 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Contract administrator fees | $2,100 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Recordkeeping fees | $986,345 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Investment advisory and management fees | $0 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Administrative expenses excluding investment management | $988,445 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Held in common/collective trusts | $11,617,694 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Held in mutual funds | $519,785,167 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250924163309NAL0009470227001, received 2025-09-24 |
| Independent auditor | CBIZ CPAS P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250924163309NAL0009470227001, received 2025-09-24 |
Position = column in the DOL layout for form year 2024. Filing 20250924163309NAL0009470227001, received 2025-09-24.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees | $988,445 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250924163309NAL0009470227001, received 2025-09-24.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $499,181,682 | $551,534,186 | 10.5% |
| Participants with a balance | 25,492 | 26,736 | 4.9% |
| Administrative expenses | $1,021,116 | $988,445 | -3.2% |
| Recordkeeping fees per participant | $40.00 | $36.89 | -7.8% |
| Employer contributions | $0 | $0 |
Prior filing 20240910180637NAL0006017329001, received 2024-09-10; the plan years are contiguous.
Sponsor name as filed: U-HAUL HOLDING COMPANY; SEC registrant: U-Haul Holding Co /NV/ (CIK 4457, matched by EIN).