Plan Ledger DOL Form 5500 · updated monthly

Harding, Shymanski & Company, P.S.C.401(k)

HARDING, SHYMANSKI & COMPANY 401(K) PLAN · EVANSVILLE, IN · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Harding, Shymanski & Company, P.S.C. reported $35,730 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,009 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 0.09% to 0.08%. 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 294th-largest of 1,562 plans among Indiana employers on file, and the 2,772nd of 11,654 in professional & technical services. In 2024, employees put in $1.53 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$49,719,680
Participants with balances205
Active participants189
Employer contributions$946,655
Employee contributions$1,446,156
Employer contribution per active participant$5,009
Average account balance$242,535
Benefits paid to participants$1,095,731
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$49.7M · 205 accts · $947K emplr
2023$42.8M · 208 accts · $866K emplr
2022$36.8M · 211 accts · $828K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,078
Investment management$17,168
Trustee / custodial$3,484
Total administrative$35,730
The Harding, Shymanski & Company, P.S.C. 401(k) match · 2024
Employer contribution per active participant$5,009
Median for plans this size$2,416
2024$5,009 per active participant
2023$5,123 per active participant
2022$4,705 per active participant

Harding, Shymanski & Company, P.S.C.'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 · 20241
AVANTAX RETIREMENT PLAN SERVICES · Recordkeeping · Consulting$35,730

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

Recordkeeper by year2
2024AVANTAX RETIREMENT PLAN SERVICES
2023AVANTAX RETIREMENT PLAN SERVICES

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

Administrative cost history3
2024$35,730 · 0.08%
2023$20,977 · 0.05%
2022$38,349 · 0.09%
Same employer
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Energy Systems Group, LLC IN$62.6M · 0.23%
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The Ame Group IN$49.0M
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Source: U.S. Department of Labor, Form 5500 series, EIN 351346211 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.