Plan Ledger DOL Form 5500 · updated monthly

Halle Enterprises, Inc.401(k)

HALLE ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN · SILVER SPRING, MD · plan year 2022

Reported admin expense ratio · 2022
0.13%

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

Halle Enterprises, Inc. reported $17,705 in plan administrative expenses for 2022: 0.13% of average plan assets, below the peer median. Employer contributions averaged $3,412 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Maryland (876th of 1,671), and the 970th of 2,096 in real estate & leasing. In 2022, employees put in $1.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,409,001
Participants with balances99
Active participants76
Employer contributions$259,341
Employee contributions$515,790
Employer contribution per active participant$3,412
Average account balance$125,343
Benefits paid to participants$1,287,266
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$17,705
Total administrative$17,705
The Halle Enterprises, Inc. 401(k) match · 2022
Employer contribution per active participant$3,412
Median for plans this size$2,266

Halle Enterprises, Inc.'s 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$17,705 · 0.13%
Similar plansReal Estate & Leasing · Maryland
Polinger Company MD$15.9M · 0.46%
Field Payroll, LLC MD$12.5M · 1.15%
Humphrey Management LLC MD$10.5M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520959143 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.