Plan Ledger DOL Form 5500 · updated monthly

H. a. P. Enterprises, Inc.401(k)

H. A. P. ENTERPRISES, INC. 401(K) PLAN · BEAVER, PA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

H. a. P. Enterprises, Inc. reported $18,954 in plan administrative expenses for 2024: 0.39% of average plan assets, below the peer median. Employer contributions averaged $1,675 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 fell from 0.45% to 0.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,857th of 3,651), and 7,783rd of 11,911 in health care & social assistance. In 2024, employees put in $1.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,223,141
Participants with balances96
Active participants130
Employer contributions$217,813
Employee contributions$259,291
Employer contribution per active participant$1,675
Average account balance$54,408
Benefits paid to participants$455,972
Plan auditUnmodified (clean) audit opinion
AuditorMCCALL SCANLON & TICE, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 96 accts · $218K emplr
2023$4.5M · 93 accts · $156K emplr
2022$4.2M · 96 accts · $154K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,722
Investment management$16,232
Total administrative$18,954
The H. a. P. Enterprises, Inc. 401(k) match · 2024
Employer contribution per active participant$1,675
Median for plans this size$1,313
2024$1,675 per active participant
2023$1,163 per active participant
2022$1,198 per active participant

H. a. P. Enterprises, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20242
VALLEY BROOK CAPITAL GROUP, INC. · Investment advisory (plan)$16,232
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$2,722

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

Administrative cost history3
2024$18,954 · 0.39%
2023$16,464 · 0.38%
2022$21,258 · 0.45%
Similar plansHealth Care & Social Assistance · Pennsylvania
New Healthworks, Inc. PA$5.3M · 1.07%
Saint John Xxiii Home PA$5.3M · 1.12%
Riddle Village PA$5.1M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251605062 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.