Plan Ledger DOL Form 5500 · updated monthly

Harkins Builders, Inc.ESOP

HARKINS BUILDERS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · COLUMBIA, MD · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Harkins Builders, Inc. reported $158,363 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $13,736 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 rose from 0.11% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 140th-largest of 1,671 plans among Maryland employers on file, and the 521st of 5,337 in construction. active participation has grown from 207 to 286 since 2022.

Plan summary
Net assets, end of year$123,327,706
Participants with balances404
Active participants286
Employer contributions$3,928,449
Employee contributions—
Employer contribution per active participant$13,736
Average account balance$305,267
Benefits paid to participants$7,723,708
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$123.3M · 404 accts · $3.9M emplr
2023$119.6M · 356 accts
2022$105.6M · 321 accts
Employer contributions to the Harkins Builders, Inc. plan · 2024
Employer contribution per active participant$13,736
Median for plans this size$3,635

Harkins Builders, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20245
TRANSITION FINANCE STRATEGIES, LLC · Recordkeeping$32,710
ASSET STRATEGY CONSULTANTS · Investment management$45,504
GORDON FEINBLATT, LLC · Legalindirect comp
RSM US LLP · Valuationindirect comp
ELLIN & TUCKER, CHARTERED · Accounting / auditindirect comp

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

Recordkeeper by year2
2024TRANSITION FINANCE STRATEGIES, LLC
2023TRANSITION FINANCE STRATEGIES, LLC

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

Administrative cost history3
2024$158,363 · 0.13%
2023$143,433 · 0.13%
2022$110,333 · 0.11%
All plans at this employer2
THE HARKINS GROUP EMPLOYEES 401(K) PROFIT SHARING RETIREMENT PLAN401(k)
HARKINS BUILDERS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansConstruction · Maryland
The Donohoe Companies, Inc. MD$131.2M · 0.02%
Windsor Electric Co Inc MD$70.7M · 0.12%
Bfpe International, Inc. MD$67.9M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521010362 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.