What are the fees in the Barnett Harley Davidson, L.P. 401(k) plan?

For plan year 2022, Barnett Harley Davidson, L.P. reported $990 in plan administrative expenses, or 0.10% of average plan assets — lower than ~75% of peers. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Barnett Harley Davidson, L.P. 401(k)?

The average participant account balance was $10,612 for plan year 2022, based on 91 accounts.

Barnett Harley Davidson, L.P.401(k)

Name: Barnett Harley Davidson, L.P. 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

BARNETT HARLEY DAVISON, L.P. 401(K) PROFIT SHARING PLAN & TRUST · EL PASO, TX · plan year 2022

Reported admin expense ratio · 2022

0.10%

Barnett Harley Davidson, L.P. reported $990 in plan administrative expenses for 2022: 0.10% of average plan assets, lower than ~75% of peers. 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 retail trade employers. By assets it is among the smaller plans on file in Texas (5,294th of 5,688), and 4,967th of 5,215 in retail trade.

Plan summary
Net assets, end of year$965,727
Participants with balances91
Active participants104
Employer contributions—
Employee contributions$86,693
Employer contribution per active participant—
Average account balance$10,612
Benefits paid to participants$30,346
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAN TIPPIN AND COMPANY PC

Administrative expenses, itemized · 2022

Recordkeeping & contract admin$990

Total administrative$990

What these fees cost you

Your balance

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$990 · 0.10%

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FOB1 LLC TX$1.3M · 0.07%
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Fee benchmarks by plan size

Source: U.S. Department of Labor, Form 5500 series, EIN 421589227 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.