Plan Ledger DOL Form 5500 · updated monthly

Hartline Barger LLP401(k)

HARTLINE BARGER LLP 401(K) PROFIT SHARING PLAN · DALLAS, TX · plan year 2023

Reported admin expense ratio · 2023
0.17%

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

Hartline Barger LLP reported $58,908 in plan administrative expenses for 2023: 0.17% of average plan assets, below the peer median. Employer contributions averaged $3,892 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 rose from 0.16% to 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,336th-largest of 5,688 plans among Texas employers on file, and the 3,565th of 11,654 in professional & technical services. In 2023, employees put in $2.06 for every $1.00 the employer contributed; active participation has shrunk from 171 to 151 since 2022.

Plan summary
Net assets, end of year$36,376,434
Participants with balances229
Active participants151
Employer contributions$587,672
Employee contributions$1,213,438
Employer contribution per active participant$3,892
Average account balance$158,849
Benefits paid to participants$4,200,167
Plan auditUnmodified (clean) audit opinion
AuditorMALNORY, MCNEAL & COMPANY, PC
Plan history3
Yearassets · accounts · employer contribution
2024$33.5M · 192 accts
2023$36.4M · 229 accts · $588K emplr
2022$33.2M · 228 accts · $522K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$23,008
Investment management$35,900
Total administrative$58,908
The Hartline Barger LLP 401(k) match · 2023
Employer contribution per active participant$3,892
Median for plans this size$2,440
2023$3,892 per active participant
2022$3,055 per active participant

Hartline Barger LLP's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
LPL FINANCIAL, LLC · Investment advisory (plan)$35,900
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$23,008

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$63,483 · 0.18%
2023$58,908 · 0.17%
2022$59,086 · 0.16%
Same employer
Similar plansProfessional & Technical Services · Texas
Fourth Enterprises, LLC TX$37.4M · 0.12%
Databank Holdings, LTD. TX$37.3M · 0.04%
Camin Cargo Control, Inc. TX$36.7M · 0.33%
Munck Wilson Mandala, LLP TX$36.0M · 0.15%
Trintech Inc. TX$36.0M · 0.41%
Suveto Buyer, LLC TX$35.6M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752532929 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.