Plan Ledger DOL Form 5500 · updated monthly

Harwood International, Inc401(k)

HARWOOD INTERNATIONAL, INC. PENSION & PROFIT SHARING PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Harwood International, Inc reported $53,716 in plan administrative expenses for 2024: 0.62% of average plan assets, above the peer median. Employer contributions averaged $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 fell from 0.77% to 0.62%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (3,165th of 5,688), and 1,153rd of 2,096 in real estate & leasing. In 2024, employees put in $2.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,308,505
Participants with balances155
Active participants771
Employer contributions$333,632
Employee contributions$805,244
Employer contribution per active participant$433
Average account balance$60,055
Benefits paid to participants$994,740
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$9.3M · 155 accts · $334K emplr
2022$7.2M · 135 accts · $299K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,521
Investment management$18,195
Total administrative$53,716
The Harwood International, Inc 401(k) match · 2024
Employer contribution per active participant$433
Median for plans this size$1,313
2024$433 per active participant
2022$558 per active participant

Harwood International, Inc's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$35,521
BANK OF AMERICA NA · Consulting · Insurance services$18,195

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

Administrative cost history2
2024$53,716 · 0.62%
2022$58,447 · 0.77%
Same employer
Similar plansReal Estate & Leasing · Texas
Silvercar, Inc. TX$9.5M · 0.87%
Whitestone Reit TX$9.4M · 0.78%
MD7, LLC TX$9.3M · 0.50%
Bestway Rental, Inc. TX$8.7M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752256834 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.