Plan Ledger DOL Form 5500 · updated monthly

H & H Coldwater LLC401(k)

H & H COLDWATER LLC 401(K) PROFIT SHARING PLAN & TRUST · FORT WAYNE, IN · plan year 2023

Reported admin expense ratio · 2023
1.96%

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

H & H Coldwater LLC reported $315 in plan administrative expenses for 2023: 1.96% of average plan assets, above the peer median. Employer contributions averaged $0 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 1 year on file its reported administrative ratio rose from 1.96% to 114.55%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Indiana (1,561st of 1,562), and 3,322nd of 3,341 in other services.

Plan summary
Net assets, end of year$22,818
Participants with balances198
Active participants56
Employer contributions$0
Employee contributions$11,854
Employer contribution per active participant$0
Average account balance$115
Benefits paid to participants$190
Plan auditUnmodified (clean) audit opinion
AuditorSELLECK ACCOUNTING & FINANCE, PPLC
Plan history2
Yearassets · accounts · employer contribution
2024$1K · 149 accts
2023$23K · 198 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$256
Investment management$59
Total administrative$315
The H & H Coldwater LLC 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$522

H & H Coldwater LLC's 2023 employer contribution ran below the $522 median for plans its size, in the bottom quarter of its peers. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2024$13,709 · 114.55%
2023$315 · 1.96%
Similar plansOther Services · Indiana
The Wright Cut Inc IN$295K · 0.77%
Pmgg LLC 401(K) IN$82K · 2.12%
Vidacann, LLC FL$33K · 0.07%
Sdlc Technologies Inc CA$32K · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263953796 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.