Plan Ledger DOL Form 5500 · updated monthly

Harrell-Fish, Inc.401(k)

HARRELL-FISH, INC. PROFIT SHARING PLAN · BLOOMINGTON, IN · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Harrell-Fish, Inc. reported $52,798 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $4,337 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.

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 the 650th-largest of 1,562 plans among Indiana employers on file, and the 2,281st of 5,337 in construction. In 2024, employees put in $1.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,811,352
Participants with balances159
Active participants134
Employer contributions$581,108
Employee contributions$656,577
Employer contribution per active participant$4,337
Average account balance$105,732
Benefits paid to participants$234,321
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,798
Total administrative$52,798
The Harrell-Fish, Inc. 401(k) match · 2024
Employer contribution per active participant$4,337
Median for plans this size$2,416

Harrell-Fish, Inc.'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 · 20245
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$51,298
BLUE BENEFITS CONSULTING, INC. · Contract administrator · Other services$1,500
ROBERT W. BAIRD & CO. INCORPORATED · Other servicesindirect comp
BAIRD INSURANCE SERVICES INC · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)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 history1
2024$52,798 · 0.34%
Similar plansConstruction · Indiana
Howard Companies, LLC IN$18.1M · 0.25%
Wagner-Meinert, LLC IN$16.1M · 0.46%
Reynolds Construction, LLC IN$15.9M · 0.32%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 351629771 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.