Plan Ledger DOL Form 5500 · updated monthly

Haller Enterprises, LLC401(k)

HALLER ENTERPRISES, LLC PROFIT SHARING & SAVINGS PLAN · LITITZ, PA · plan year 2023

Reported admin expense ratio · 2023
0.50%

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

Haller Enterprises, LLC reported $102,440 in plan administrative expenses for 2023: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,148 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 fell from 0.55% to 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other construction employers. By assets it is the 1,472nd-largest of 3,651 plans among Pennsylvania employers on file, and the 1,915th of 5,337 in construction. In 2023, employees put in $3.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,587,524
Participants with balances440
Active participants307
Employer contributions$352,568
Employee contributions$1,220,339
Employer contribution per active participant$1,148
Average account balance$49,063
Benefits paid to participants$4,314,819
Plan auditUnmodified (clean) audit opinion
AuditorBROWN PLUS
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $121K emplr
2023$21.6M · 440 accts · $353K emplr
2022$19.4M · 549 accts · $440K emplr
The Haller Enterprises, LLC 401(k) match · 2023
Employer contribution per active participant$1,148
Median for plans this size$2,440
2023$1,148 per active participant
2022$1,472 per active participant

Haller Enterprises, LLC's 2023 employer contribution ran below the $2,440 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.

Service providers · 20231
FULTON FINANCIAL ADVISORS · Recordkeeping · Investment advisory (participants)$102,439

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

Recordkeeper by year2
2024FULTON FINANCIAL ADVISORS
2023FULTON FINANCIAL ADVISORS

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

Administrative cost history3
2024Not separately reported
2023$102,440 · 0.50%
2022$101,868 · 0.55%
Same employer
Similar plansConstruction · Pennsylvania
Brubacher Excavating, Inc. PA$21.8M · 0.33%
Pkf-Mark III, Inc. PA$21.7M · 0.09%
Tustin Mechanical Services PA$21.0M · 0.30%
Leeward Construction, Inc. PA$20.2M · 0.65%
Danella Companies, Inc. PA$20.0M · 0.51%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 232271706 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.