Plan Ledger DOL Form 5500 · updated monthly

Harte-Hanks, Inc.401(k)

HARTE HANKS INVESTMENT PLUS PLAN · CHELMSFORD, MA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Harte-Hanks, Inc. reported $34,717 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,259 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 0.10% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 330th-largest of 2,726 plans among Massachusetts employers on file, and the 1,047th of 11,654 in professional & technical services. In 2024, employees put in $1.99 for every $1.00 the employer contributed; active participation has shrunk from 992 to 819 since 2022.

Plan summary
Net assets, end of year$149,046,975
Participants with balances920
Active participants819
Employer contributions$1,031,241
Employee contributions$2,048,031
Employer contribution per active participant$1,259
Average account balance$162,008
Benefits paid to participants$21,639,634
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$149.0M · 920 accts · $1.0M emplr
2023$143.2M · 972 accts · $1.2M emplr
2022$134.2M · 1,063 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,717
Audit (IQPA)$19,000
Total administrative$34,717
The Harte-Hanks, Inc. 401(k) match · 2024
Employer contribution per active participant$1,259
Median for plans this size$3,635
2024$1,259 per active participant
2023$1,215 per active participant
2022$1,151 per active participant

Harte-Hanks, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20242
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$15,717
AAFCPAS, INC$19,000

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$34,717 · 0.02%
2023$27,116 · 0.02%
2022$152,478 · 0.10%
Same employer
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Erin Rojas MA$155.8M · 0.17%
Weston & Sampson MA$150.3M · 0.02%
Aspen HR Peo LLC MA$148.6M · 0.75%
Brown Rudnick LLP MA$140.5M · 0.13%
Eliassen Group, LLC. MA$137.0M · 0.17%
Agios Pharmaceuticals MA$134.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741677284 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.