Plan Ledger DOL Form 5500 · updated monthly

Hart Howerton, LTD.401(k)

HART HOWERTON 401(K) PROFIT SHARING PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Hart Howerton, LTD. reported $9,650 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,258 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 0.26% to 0.02%. 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 2,017th-largest of 9,483 plans among California employers on file, and the 3,132nd of 11,654 in professional & technical services. In 2024, employees put in $1.60 for every $1.00 the employer contributed; active participation has grown from 243 to 268 since 2022.

Plan summary
Net assets, end of year$42,837,383
Participants with balances329
Active participants268
Employer contributions$1,945,141
Employee contributions$3,103,594
Employer contribution per active participant$7,258
Average account balance$130,205
Benefits paid to participants$2,825,736
Plan auditUnmodified (clean) audit opinion
AuditorMAH & ASSOCIATES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$42.8M · 329 accts · $1.9M emplr
2023$37.8M · 307 accts · $1.7M emplr
2022$27.4M · 270 accts · $658K emplr
Administrative expenses, itemized · 2024
Audit (IQPA)$9,650
Total administrative$9,650
The Hart Howerton, LTD. 401(k) match · 2024
Employer contribution per active participant$7,258
Median for plans this size$2,416
2024$7,258 per active participant
2023$6,467 per active participant
2022$2,707 per active participant

Hart Howerton, LTD.'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
BLUE RIDGE ESOP ASSOCIATES · Contract administrator · Recordkeeping$6,000
CETERA INVESTMENT ADVISERS LLC · Investment advisory (plan)$53,026
EMPOWER ADVISORY GROUP, LLC · Investment management$16,114
MAH & ASSOCIATES, LLP · Accounting / audit$9,649

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

Recordkeeper by year2
2024BLUE RIDGE ESOP ASSOCIATES
2023BLUE RIDGE ESOP ASSOCIATES

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

Administrative cost history3
2024$9,650 · 0.02%
2023$61,681 · 0.19%
2022$69,402 · 0.26%
Similar plansProfessional & Technical Services · California
Mercury Technologies, Inc CA$43.3M · 0.07%
Canvas Worldwide LLC CA$43.1M · 0.38%
Standish Management, LLC CA$42.9M · 0.30%
Aechelon Technology, Inc. CA$42.7M · 0.01%
LIFE360, Inc. CA$42.7M · 0.02%
Mazzetti, Inc. CA$42.6M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942787680 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.