Plan Ledger DOL Form 5500 · updated monthly

Harding Holdings, Inc.401(k)

UDELHOVEN 401(K) PLAN & TRUST · ANCHORAGE, AK · plan year 2024

Reported admin expense ratio · 2024
0.68%

Harding Holdings, Inc. reported $92,570 in plan administrative expenses for 2024: 0.68% of average plan assets, higher than ~90% of peers. 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 0.62% to 0.68%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Alaska (88th of 160), and the 2,552nd of 5,337 in construction.

Plan summary
Net assets, end of year$14,231,314
Participants with balances129
Active participants281
Employer contributions—
Employee contributions$703,656
Employer contribution per active participant—
Average account balance$110,320
Benefits paid to participants$1,757,430
Plan auditUnmodified (clean) audit opinion
AuditorTHE BRANDON SKINNER GROUP, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$14.2M · 129 accts
2023$13.1M · 191 accts
2022$11.8M · 187 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,422
Investment management$29,148
Total administrative$92,570
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
JOHN HANCOCK · Recordkeeping · Investment managementindirect comp
SG ADVISORS · Investment advisory (participants)$29,148

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$92,570 · 0.68%
2023$82,124 · 0.66%
2022$84,854 · 0.62%
Same employer
Similar plansConstruction · Alaska
Samson Electric, Inc. AK$22.6M · 0.41%
Delta Constructors, LLC AK$19.5M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 920110209 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.