Plan Ledger DOL Form 5500 · updated monthly

Hac, Inc.401(k)

HAC, INC. 401(K) PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.53%

Hac, Inc. reported $144,608 in plan administrative expenses for 2024: 0.53% of average plan assets, higher 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.

Across the 2 years on file its reported administrative ratio fell from 0.66% to 0.53%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 186th-largest of 724 plans among Oklahoma employers on file, and the 1,099th of 5,215 in retail trade. active participation has grown from 849 to 2,246 since 2022.

Plan summary
Net assets, end of year$27,995,083
Participants with balances642
Active participants2,246
Employer contributions—
Employee contributions$1,301,898
Employer contribution per active participant—
Average account balance$43,606
Benefits paid to participants$3,465,210
Plan auditUnmodified (clean) audit opinion
AuditorPICKETT, CHANEY & MCMULLEN
Plan history3
Yearassets · accounts · employer contribution
2024$28.0M · 642 accts
2023$27.0M · 706 accts
2022$25.1M · 736 accts · $519K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$103,037
Investment management$41,571
Total administrative$144,608
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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$103,036
THE HAYS FINANCIAL GROUP, LLC · Investment advisory (plan)$41,571
CHARLES SCHWAB BANK · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$144,608 · 0.53%
2023$139,316 · 0.53%
2022$182,701 · 0.66%
All plans at this employer2
HAC, INC. 401(K) PLAN401(k)
HAC, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansRetail Trade · Oklahoma
Western Equipment, LLC OK$52.4M · 0.25%
Bob Moore Auto Group, LLC OK$46.0M · 0.44%
Eskridge Auto Group, Inc. OK$27.7M · 0.23%
Name Brands, Inc. OK$25.0M · 0.01%
Pharmcare USA OK$23.1M · 0.31%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 431969314 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.