Plan Ledger DOL Form 5500 · updated monthly

Hatzel & Buehler, Inc.401(k)

HATZEL & BUEHLER, INC. IRC 401(K) PLAN · WILMINGTON, DE · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Hatzel & Buehler, Inc. reported $53,096 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $2,559 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 0.13% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 65th-largest of 242 plans among Delaware employers on file, and the 1,214th of 5,337 in construction. In 2024, employees put in $3.25 for every $1.00 the employer contributed; active participation has grown from 282 to 371 since 2022.

Plan summary
Net assets, end of year$41,001,160
Participants with balances334
Active participants371
Employer contributions$949,211
Employee contributions$3,081,701
Employer contribution per active participant$2,559
Average account balance$122,758
Benefits paid to participants$3,990,645
Plan auditUnmodified (clean) audit opinion
AuditorHORTY AND HORTY, PA
Plan history3
Yearassets · accounts · employer contribution
2024$41.0M · 334 accts · $949K emplr
2023$34.6M · 261 accts · $762K emplr
2022$27.5M · 261 accts · $619K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,374
Investment management$12,722
Total administrative$53,096
The Hatzel & Buehler, Inc. 401(k) match · 2024
Employer contribution per active participant$2,559
Median for plans this size$2,416
2024$2,559 per active participant
2023$2,413 per active participant
2022$2,195 per active participant

Hatzel & Buehler, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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
EMPOWER ADVISORY GROUP, LLC · Investment management$12,722

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$53,096 · 0.14%
2023$43,672 · 0.14%
2022$40,717 · 0.13%
Same employer
Similar plansConstruction · Delaware
Horizon Services, LLC DE$83.1M · 0.35%
Reed and Reed ME$40.9M · 0.12%
Veregy, LLC AZ$40.9M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 130828930 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.