Plan Ledger DOL Form 5500 · updated monthly

A.O. Hardee & Son, Inc.401(k)

A.O. HARDEE & SON RETIREMENT SAVINGS PLAN · LITTLE RIVER, SC · plan year 2022

Reported admin expense ratio · 2022
0.94%

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

A.O. Hardee & Son, Inc. reported $45,248 in plan administrative expenses for 2022: 0.94% of average plan assets, higher than ~75% of peers. Employer contributions averaged $997 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 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in South Carolina (585th of 807), and 4,082nd of 5,337 in construction. In 2022, employees put in $1.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,616,756
Participants with balances73
Active participants157
Employer contributions$156,550
Employee contributions$280,346
Employer contribution per active participant$997
Average account balance$63,243
Benefits paid to participants$135,190
Plan auditUnmodified (clean) audit opinion
AuditorSCOTT AND COMPANY
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$21,200
Investment management$24,048
Total administrative$45,248
The A.O. Hardee & Son, Inc. 401(k) match · 2022
Employer contribution per active participant$997
Median for plans this size$1,114

A.O. Hardee & Son, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size. 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$45,248 · 0.94%
Same employer
Similar plansConstruction · South Carolina
Waldrop, Inc. SC$5.7M · 0.03%
Ame, Inc. SC$4.7M · 0.82%
Simpson Electric Company SC$4.6M · 0.37%
Wo Cantey Services, Inc. SC$3.8M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 570721991 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.