Plan Ledger DOL Form 5500 · updated monthly

Halo Dx, Inc.401(k)

HALO DX 401(K) PLAN · FRANKLIN, TN · plan year 2024

Reported admin expense ratio · 2024
0.51%

Halo Dx, Inc. reported $27,041 in plan administrative expenses for 2024: 0.51% of average plan assets, below the peer median. 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 0.05% to 0.51%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Tennessee (1,030th of 1,496), and 9,492nd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$5,760,319
Participants with balances342
Active participants315
Employer contributions—
Employee contributions$1,029,206
Employer contribution per active participant—
Average account balance$16,843
Benefits paid to participants$840,716
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 342 accts
2023$4.8M · 350 accts · $966 emplr
2022$3.7M · 400 accts · $9K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,041
Total administrative$27,041
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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$27,041

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$27,041 · 0.51%
2023$15,740 · 0.37%
2022$1,785 · 0.05%
Same employer
Similar plansProfessional & Technical Services · Tennessee
Waypoint Analytical, Inc. TN$7.1M · 0.40%
Alliance Marketing LLC TN$6.7M · 0.47%
Iostudio, LLC TN$6.3M · 0.53%
Principle USA, Inc. TN$5.4M · 0.38%
Freightwise, LLC TN$5.3M · 0.54%
Med Communications, Inc. TN$5.1M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834679482 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.