Plan Ledger DOL Form 5500 · updated monthly

Harvard Integrations, LPDC plan

SAFE-HARBOR 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF HARVARD INTEGRATIONS, LP · TEA, SD · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Harvard Integrations, LP reported $48,841 in plan administrative expenses for 2024: 0.53% of average plan assets, below the peer median. Employer contributions averaged $2,433 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 0.01% to 0.53%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in South Dakota (130th of 233), and 8,518th of 13,661 in manufacturing. In 2024, employees put in $1.81 for every $1.00 the employer contributed; active participation has grown from 113 to 288 since 2022.

Plan summary
Net assets, end of year$10,625,281
Participants with balances339
Active participants288
Employer contributions$700,830
Employee contributions$1,267,573
Employer contribution per active participant$2,433
Average account balance$31,343
Benefits paid to participants$332,123
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.6M · 339 accts · $701K emplr
2023$7.8M · 239 accts · $433K emplr
2022$6.3M · 159 accts · $310K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,543
Investment management$21,298
Total administrative$48,841
Employer contributions to the Harvard Integrations, LP plan · 2024
Employer contribution per active participant$2,433
Median for plans this size$1,313
2024$2,433 per active participant
2023$2,045 per active participant
2022$2,746 per active participant

Harvard Integrations, LP's 2024 employer contribution ran above the $1,313 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$27,542
MMA SECURITIES LLC · Investment advisory (plan)$21,298

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$48,841 · 0.53%
2023$9,781 · 0.14%
2022$570 · 0.01%
Same employer
Similar plansManufacturing · South Dakota
Sioux Steel Company SD$13.9M · 0.50%
Orion Food Systems, LLC SD$13.8M · 0.31%
Cimarron Label, Inc. SD$12.4M · 0.29%
Midstates, Inc. SD$10.4M · 0.43%
Marmen Energy Co. SD$10.1M · 0.58%
Electronic Systems Inc. SD$8.7M · 0.84%
Masaba, Inc. SD$8.6M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473627205 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.