Plan Ledger DOL Form 5500 · updated monthly

Hartman and Hartman, Inc.401(k)

HARTMAN AND HARTMAN, INC. 401(K) PLAN · EIGHTY FOUR, PA · plan year 2022

Reported admin expense ratio · 2022
0.58%

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

Hartman and Hartman, Inc. reported $46,679 in plan administrative expenses for 2022: 0.58% of average plan assets, above the peer median. Employer contributions averaged $2,127 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Pennsylvania (2,598th of 3,651), and 3,502nd of 5,337 in construction. In 2022, employees put in $2.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,389,863
Participants with balances99
Active participants151
Employer contributions$321,122
Employee contributions$650,705
Employer contribution per active participant$2,127
Average account balance$74,645
Benefits paid to participants$894,335
Plan auditUnmodified (clean) audit opinion
AuditorEVANS, MEHLHORN & MILLER PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$46,679
Total administrative$46,679
The Hartman and Hartman, Inc. 401(k) match · 2022
Employer contribution per active participant$2,127
Median for plans this size$1,114

Hartman and Hartman, Inc.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$46,679 · 0.58%
Same employer
Similar plansConstruction · Pennsylvania
Berks New Homes LLC PA$7.9M · 0.44%
Linde Corporation PA$7.7M · 0.17%
Garman Builders, Inc PA$7.7M · 0.43%
E.K. Services, Inc. PA$7.2M · 0.55%
Pioneer Construction Co. PA$7.1M · 0.96%

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Source: U.S. Department of Labor, Form 5500 series, EIN 550585587 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.