Plan Ledger DOL Form 5500 · updated monthly

Hartmann USA, Inc.401(k)

HARTMANN USA, INC. 401(K) RETIREMENT PLAN · ROCK HILL, SC · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Hartmann USA, Inc. reported $6,099 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,158 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 0.04% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 353rd-largest of 807 plans among South Carolina employers on file, and 2,472nd of 4,246 in wholesale trade. In 2024, employees put in $2.12 for every $1.00 the employer contributed; active participation has grown from 72 to 104 since 2022.

Plan summary
Net assets, end of year$13,969,956
Participants with balances141
Active participants104
Employer contributions$432,469
Employee contributions$918,429
Employer contribution per active participant$4,158
Average account balance$99,078
Benefits paid to participants$1,391,612
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.0M · 141 accts · $432K emplr
2023$11.7M · 139 accts · $408K emplr
2022$10.1M · 130 accts · $396K emplr
Administrative expenses, itemized · 2024
Investment management$491
Audit (IQPA)$14,000
Total administrative$6,099
The Hartmann USA, Inc. 401(k) match · 2024
Employer contribution per active participant$4,158
Median for plans this size$2,416
2024$4,158 per active participant
2023$5,101 per active participant
2022$5,499 per active participant

Hartmann USA, Inc.'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 · 20242
BKD LLP · Accounting / audit$14,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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$6,099 · 0.05%
2023$9,222 · 0.08%
2022$4,355 · 0.04%
Similar plansWholesale Trade · South Carolina
North American Rescue, LLC SC$14.4M · 0.58%
Gateway Supply Co Inc SC$14.1M · 0.34%
The Yahnis Company SC$13.8M · 0.44%
Epting Distributors, Inc SC$12.3M · 0.30%
Prym Consumer USA Inc. SC$12.3M · 0.04%
Vis, LLC SC$12.1M · 0.52%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 061279196 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.