Plan Ledger DOL Form 5500 · updated monthly

Halff Associates, Inc401(k)

HALFF ASSOCIATES INC. 401(K) PLAN · RICHARDSON, TX · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Halff Associates, Inc reported $83,515 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,375 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 3 years on file its reported administrative ratio has held roughly steady near 0.047%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 420th-largest of 5,688 plans among Texas employers on file, and the 853rd of 11,654 in professional & technical services. In 2024, employees put in $3.11 for every $1.00 the employer contributed; active participation has grown from 1,344 to 1,503 since 2022.

Plan summary
Net assets, end of year$187,204,411
Participants with balances2,066
Active participants1,503
Employer contributions$3,569,239
Employee contributions$11,109,768
Employer contribution per active participant$2,375
Average account balance$90,612
Benefits paid to participants$20,378,348
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$187.2M · 2,066 accts · $3.6M emplr
2023$168.1M · 1,932 accts · $3.3M emplr
2022$136.2M · 1,749 accts · $3.0M emplr
The Halff Associates, Inc 401(k) match · 2024
Employer contribution per active participant$2,375
Median for plans this size$3,635
2024$2,375 per active participant
2023$2,321 per active participant
2022$2,263 per active participant

Halff Associates, Inc's 2024 employer contribution ran below the $3,635 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
CREATIVE PLANNING LLC · Investment advisory (plan)$57,998
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$19,481

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$83,515 · 0.05%
2023$64,507 · 0.04%
2022$68,939 · 0.05%
All plans at this employer2
HALFF ASSOCIATES INC. 401(K) PLAN401(k)
HALFF ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP
Same employer
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Sailpoint Technologies, Inc. TX$195.1M · 0.16%
E2OPEN, LLC TX$189.5M · 0.02%
Clearesult Consulting Inc. TX$180.1M · 0.26%
Forcepoint LLC TX$172.0M · 0.13%
Bge, Inc. TX$165.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751308699 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.