Plan Ledger DOL Form 5500 · updated monthly

Hantzmon Wiebel LLP401(k)

HANTZMON WIEBEL LLP PROFIT SHARING PLAN · CHARLOTTESVILLE, VA · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Hantzmon Wiebel LLP reported $78,123 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $8,192 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 has held roughly steady near 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 659th-largest of 2,266 plans among Virginia employers on file, and the 3,739th of 11,654 in professional & technical services. In 2024, the employer put in $1.15 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$34,471,019
Participants with balances139
Active participants92
Employer contributions$753,698
Employee contributions$656,862
Employer contribution per active participant$8,192
Average account balance$247,993
Benefits paid to participants$1,787,789
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$34.5M · 139 accts · $754K emplr
2023$31.6M · 148 accts · $776K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,473
Investment management$35,000
Total administrative$78,123
The Hantzmon Wiebel LLP 401(k) match · 2024
Employer contribution per active participant$8,192
Median for plans this size$2,416
2024$8,192 per active participant
2023$7,920 per active participant

Hantzmon Wiebel LLP's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
ACTUARIAL BENEFITS & DESIGN COMPANY · Other services$575
NORTHWESTERN MUTUAL WEALTH MGMT.indirect comp

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

Administrative cost history2
2024$78,123 · 0.24%
2023$67,489 · 0.23%
Similar plansProfessional & Technical Services · Virginia
Trace Systems Inc. VA$35.0M · 0.38%
RG5 LLC VA$34.7M · 0.31%
McI USA Operating Co VA$34.7M · 0.34%
Kihomac, Inc. VA$34.4M · 0.10%
Obxtek, Inc. VA$34.3M · 0.43%
Validatek, Inc. VA$34.0M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540618213 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.