Plan Ledger DOL Form 5500 · updated monthly

Hart Intercivic, Inc.401(k)

HART INTERCIVIC, INC. 401 (K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Hart Intercivic, Inc. reported $54,405 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $2,814 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 has held roughly steady near 0.32%. 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 2,144th-largest of 5,688 plans among Texas employers on file, and 5,851st of 11,654 in professional & technical services. In 2024, employees put in $1.90 for every $1.00 the employer contributed; active participation has grown from 121 to 171 since 2022.

Plan summary
Net assets, end of year$18,374,910
Participants with balances171
Active participants171
Employer contributions$481,136
Employee contributions$912,388
Employer contribution per active participant$2,814
Average account balance$107,456
Benefits paid to participants$930,401
Plan auditUnmodified (clean) audit opinion
AuditorATCHLEY & ASSOCIATES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$18.4M · 171 accts · $481K emplr
2023$15.9M · 170 accts · $444K emplr
2022$13.8M · 175 accts · $394K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,405
Total administrative$54,405
The Hart Intercivic, Inc. 401(k) match · 2024
Employer contribution per active participant$2,814
Median for plans this size$2,416
2024$2,814 per active participant
2023$3,731 per active participant
2022$3,260 per active participant

Hart Intercivic, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
CWM, LLCindirect comp

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

Administrative cost history3
2024$54,405 · 0.32%
2023$46,059 · 0.31%
2022$45,407 · 0.31%
Same employer
Similar plansProfessional & Technical Services · Texas
Molecular Templates, Inc. TX$18.8M · 0.49%
Csdvrs, LLC TX$18.3M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953248916 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.