Plan Ledger DOL Form 5500 · updated monthly

Hall Capital Partners LLC401(k)

HALL CAPITAL PARTNERS LLC 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Hall Capital Partners LLC reported $30,678 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,974 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 0.062% to 0.065%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,754th-largest of 9,483 plans among California employers on file, and the 1,646th of 4,798 in finance & insurance. In 2024, employees put in $3.89 for every $1.00 the employer contributed; active participation has shrunk from 249 to 206 since 2022.

Plan summary
Net assets, end of year$50,652,556
Participants with balances348
Active participants206
Employer contributions$818,634
Employee contributions$3,186,212
Employer contribution per active participant$3,974
Average account balance$145,553
Benefits paid to participants$3,266,998
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$50.7M · 348 accts · $819K emplr
2023$43.9M · 365 accts · $866K emplr
2022$36.5M · 374 accts · $885K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,203
Investment management$26,475
Total administrative$30,678
The Hall Capital Partners LLC 401(k) match · 2024
Employer contribution per active participant$3,974
Median for plans this size$2,416
2024$3,974 per active participant
2023$3,952 per active participant
2022$3,556 per active participant

Hall Capital Partners LLC's 2024 employer contribution ran above the $2,416 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 · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$13,476
THREE BELL CAPITAL LLC · Investment advisory (plan)$12,999

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$30,678 · 0.06%
2023$25,783 · 0.06%
2022$24,328 · 0.06%
Same employer
Similar plansFinance & Insurance · California
Coalition, Inc. CA$53.6M · 0.14%
Doubleline Capital LP CA$53.6M · 0.00%
Healthcomp, LLC CA$51.3M · 0.55%
Goodleap, LLC CA$49.2M
Bank of the Sierra CA$48.7M · 0.38%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 943098822 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.