Plan Ledger DOL Form 5500 · updated monthly

Congruity HR Holding Company, LLC401(k)

CONGRUITY HR RETIREMENT SAVINGS PLAN · WINSTON-SALEM, NC · plan year 2024

Reported admin expense ratio · 2024
0.93%

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

Congruity HR Holding Company, LLC reported $181,086 in plan administrative expenses for 2024: 0.93% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,337 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.

Across the 2 years on file its reported administrative ratio rose from 0.82% to 0.93%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 665th-largest of 2,005 plans among North Carolina employers on file, and the 4,997th of 11,654 in professional & technical services. In 2024, employees put in $2.29 for every $1.00 the employer contributed; active participation has shrunk from 2,336 to 895 since 2022.

Plan summary
Net assets, end of year$23,403,306
Participants with balances862
Active participants895
Employer contributions$1,196,662
Employee contributions$2,737,089
Employer contribution per active participant$1,337
Average account balance$27,150
Benefits paid to participants$2,151,445
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.4M · 862 accts · $1.2M emplr
2023$15.5M · 513 accts · $2.1M emplr
2022$11.2M · 804 accts · $484K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$159,239
Investment management$21,847
Total administrative$181,086
The Congruity HR Holding Company, LLC 401(k) match · 2024
Employer contribution per active participant$1,337
Median for plans this size$2,416
2024$1,337 per active participant
2023$4,001 per active participant
2022$207 per active participant

Congruity HR Holding Company, LLC's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
SLAVIC INTEGRATED ADMINISTRATION · Recordkeeping · Loan processing$125,483
CONGRUITY HR HOLDING COMPANY, LLC · Plan administrator$33,757
SLAVIC MUTUAL FUND MANAGEMENT CORP · Investment management$21,847

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

Recordkeeper by year2
2024Slavic401k
2023Slavic401k

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$181,086 · 0.93%
2023$176,325 · 1.32%
2022$138,116 · 0.82%
Similar plansProfessional & Technical Services · North Carolina
Dmjps PLLC NC$24.1M · 0.33%
Advisor HR, Inc. NC$23.7M · 1.14%
Sequence, Inc. NC$23.2M · 0.41%
The van Winkle Law Firm NC$22.7M · 0.36%
Orion Ics, LLC NC$21.9M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474028932 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.