Plan Ledger DOL Form 5500 · updated monthly

Harrell & Hall Enterprises, Inc.401(k)

H & H 401(K) PLAN · ALABASTER, AL · plan year 2025

Reported admin expense ratio · 2025
0.72%

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

Harrell & Hall Enterprises, Inc. reported $34,408 in plan administrative expenses for 2025: 0.72% of average plan assets, above the peer median. Employer contributions averaged $1,414 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 3 years on file its reported administrative ratio rose from 0.60% to 0.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Alabama (614th of 902), and 3,598th of 4,246 in wholesale trade. In 2025, employees put in $4.10 for every $1.00 the employer contributed; active participation has shrunk from 187 to 117 since 2022.

Plan summary
Net assets, end of year$5,272,475
Participants with balances189
Active participants117
Employer contributions$165,396
Employee contributions$677,393
Employer contribution per active participant$1,414
Average account balance$27,897
Benefits paid to participants$454,655
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$5.3M · 189 accts · $165K emplr
2024$4.3M · 194 accts · $175K emplr
2023$3.3M · 157 accts · $85K emplr
2022$2.6M · 150 accts · $69K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$11,740
Investment management$22,668
Total administrative$34,408
The Harrell & Hall Enterprises, Inc. 401(k) match · 2025
Employer contribution per active participant$1,414
Median for plans this size$1,464
2025$1,414 per active participant
2024$727 per active participant
2023$429 per active participant
2022$367 per active participant

Harrell & Hall Enterprises, Inc.'s 2025 employer contribution ran below the $1,464 median for plans its size. 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$25,233
KESTRA ADVISORY SERVICES, LLC · Investment advisory (plan)$22,668

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

Recordkeeper by year3
2025The Standard
2024The Standard
2023The Standard

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

Administrative cost history4
2025$34,408 · 0.72%
2024$24,473 · 0.64%
2023$20,977 · 0.71%
2022$15,532 · 0.60%
Same employer
Similar plansWholesale Trade · Alabama
Daewon America, Inc. AL$4.0M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630957363 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.