Plan Ledger DOL Form 5500 · updated monthly

Hauser & Wirth, Inc.401(k)

HAUSER & WIRTH, INC. 401(K) AND PROFIT SHARING 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

Hauser & Wirth, Inc. reported $1,475 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,735 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 0.61% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New York (2,862nd of 5,648), and the 1,815th of 5,215 in retail trade. In 2024, employees put in $1.19 for every $1.00 the employer contributed; active participation has grown from 116 to 162 since 2022.

Plan summary
Net assets, end of year$15,938,155
Participants with balances266
Active participants162
Employer contributions$1,091,121
Employee contributions$1,299,699
Employer contribution per active participant$6,735
Average account balance$59,918
Benefits paid to participants$225,058
Plan auditUnmodified (clean) audit opinion
AuditorGURSEY SCHNEIDER
Plan history3
Yearassets · accounts · employer contribution
2024$15.9M · 266 accts · $1.1M emplr
2023$11.8M · 245 accts · $824K emplr
2022$8.6M · 195 accts · $601K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,475
Total administrative$1,475
The Hauser & Wirth, Inc. 401(k) match · 2024
Employer contribution per active participant$6,735
Median for plans this size$2,416
2024$6,735 per active participant
2023$5,571 per active participant
2022$5,179 per active participant

Hauser & Wirth, 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$1,475

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

Recordkeeper by year2
2024ADP
2023ADP

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Administrative cost history3
2024$1,475 · 0.01%
2023$785 · 0.01%
2022$56,125 · 0.61%
Similar plansRetail Trade · New York
Vroom Inc. NY$16.3M · 0.74%
Ro-Zap Enterprises, Inc. NY$16.3M · 0.51%
Williams Lumber Inc. NY$16.1M · 0.35%
Simmons Rockwell NY$16.0M · 0.51%
Bmw of Manhattan, Inc. NY$15.7M · 0.41%
Jrsk, Inc. dba Away NY$15.5M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800147318 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.