Plan Ledger DOL Form 5500 · updated monthly

Hartree Partners, LP401(k)

HARTREE PARTNERS, LP EMPLOYEES' SAVINGS PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Hartree Partners, LP reported $10,200 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10,152 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 0.008% to 0.012%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 830th-largest of 5,648 plans among New York employers on file, and the 436th of 4,246 in wholesale trade. In 2024, employees put in $1.29 for every $1.00 the employer contributed; active participation has grown from 266 to 394 since 2022.

Plan summary
Net assets, end of year$95,190,920
Participants with balances425
Active participants394
Employer contributions$3,999,717
Employee contributions$5,172,898
Employer contribution per active participant$10,152
Average account balance$223,979
Benefits paid to participants$2,775,255
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$95.2M · 425 accts · $4.0M emplr
2023$75.6M · 375 accts · $4.0M emplr
2022$57.9M · 335 accts · $3.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$975
Investment management$9,225
Total administrative$10,200
The Hartree Partners, LP 401(k) match · 2024
Employer contribution per active participant$10,152
Median for plans this size$3,635
2024$10,152 per active participant
2023$13,180 per active participant
2022$14,083 per active participant

Hartree Partners, LP's 2024 employer contribution ran above the $3,635 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
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$7,182
CHARLES SCHWAB & CO., INC. · Securities brokerage$769

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$10,200 · 0.01%
2023$5,048 · 0.01%
2022$4,735 · 0.01%
Same employer
Similar plansWholesale Trade · New York
Ivoclar Vivadent, Inc. NY$114.2M · 0.01%
Subaru Distributors Corp NY$101.0M · 0.10%
Campari America NY$97.9M · 0.06%
Lifetime Brands, Inc. NY$93.3M · 0.23%
Empire Merchants, LLC NY$91.9M · 0.19%
Krasdale Foods, Inc. NY$90.1M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133937429 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.