Plan Ledger DOL Form 5500 · updated monthly

H&Co LLP401(k)

H&CO LLP 401(K) PLAN · CORAL GABLES, FL · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

H&Co LLP reported $18,369 in plan administrative expenses for 2024: 0.41% of average plan assets, below the peer median. Employer contributions averaged $1,856 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 0.25% to 0.41%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (2,490th of 3,644), and 9,814th of 11,654 in professional & technical services. In 2024, employees put in $1.58 for every $1.00 the employer contributed; active participation has grown from 144 to 184 since 2022.

Plan summary
Net assets, end of year$4,990,660
Participants with balances146
Active participants184
Employer contributions$341,489
Employee contributions$540,330
Employer contribution per active participant$1,856
Average account balance$34,183
Benefits paid to participants$633,682
Plan auditUnmodified (clean) audit opinion
AuditorSMOLIN LUPIN & CO., LLC
Plan history3
Yearassets · accounts · employer contribution
2024$5.0M · 146 accts · $341K emplr
2023$4.0M · 127 accts · $257K emplr
2022$3.3M · 117 accts · $215K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,554
Investment management$3,565
Total administrative$18,369
The H&Co LLP 401(k) match · 2024
Employer contribution per active participant$1,856
Median for plans this size$1,313
2024$1,856 per active participant
2023$1,331 per active participant
2022$1,494 per active participant

H&Co LLP'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 · 20241
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$15,592

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$18,369 · 0.41%
2023$13,600 · 0.37%
2022$8,214 · 0.25%
Same employer
Similar plansProfessional & Technical Services · Florida
Kr Management LLC FL$5.1M · 2.24%
Cs Operations Inc FL$5.1M · 0.39%
Sdii Global, LLC FL$4.9M · 0.92%
Ar Franchising, Inc FL$4.9M · 0.55%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 472427769 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.