Plan Ledger DOL Form 5500 · updated monthly

Halo Branded Solutions, Inc.401(k)

HALO BRANDED SOLUTIONS, INC. 401(K) SAVINGS PLAN · STERLING, IL · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Halo Branded Solutions, Inc. reported $253,851 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $422 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 fell from 0.26% to 0.21%. 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 460th-largest of 3,702 plans among Illinois employers on file, and the 1,184th of 11,654 in professional & technical services. In 2024, employees put in $12.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$131,360,009
Participants with balances2,110
Active participants1,886
Employer contributions$796,374
Employee contributions$10,232,141
Employer contribution per active participant$422
Average account balance$62,256
Benefits paid to participants$11,096,758
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$131.4M · 2,110 accts · $796K emplr
2023$114.9M · 2,075 accts · $795K emplr
2022$95.4M · 2,276 accts · $844K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$150,149
Investment management$50,000
Trustee / custodial$32,390
Total administrative$253,851
The Halo Branded Solutions, Inc. 401(k) match · 2024
Employer contribution per active participant$422
Median for plans this size$3,635
2024$422 per active participant
2023$421 per active participant
2022$403 per active participant

Halo Branded Solutions, Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
BOKF, NA · Custodial (securities) · Trustee$224,834
MESIROW FINANCIAL, INC. · Investment advisory (plan)$25,000

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$253,851 · 0.21%
2023$269,599 · 0.26%
2022$261,771 · 0.26%
Same employer
Similar plansProfessional & Technical Services · Illinois
The Burke Group, LTD. IL$138.1M · 0.22%
Hanson Group, Inc. IL$132.6M · 0.15%
Simmons Hanly Conroy LLP IL$126.9M · 0.06%
Axiom Global Inc. IL$114.4M · 0.24%
Sprout Social, Inc. IL$113.5M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030509520 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.