Plan Ledger DOL Form 5500 · updated monthly

Hawkstone Associates, Inc.401(k)

HAWKSTONE ASSOCIATES, INC. RETIREMENT SAVINGS PLAN · HARRISON, OH · plan year 2022

Reported admin expense ratio · 2022
0.80%

Hawkstone Associates, Inc. reported $21,545 in plan administrative expenses for 2022: 0.80% of average plan assets, higher than ~75% of peers. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Ohio (2,989th of 3,295), and 4,015th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$2,181,906
Participants with balances95
Active participants305
Employer contributions—
Employee contributions$140,005
Employer contribution per active participant—
Average account balance$22,967
Benefits paid to participants$739,135
Plan auditUnmodified (clean) audit opinion
AuditorBARNES DENNING
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$21,545 · 0.80%
Same employer
Hawkstone Associates, Inc.'s health & benefits plan: carriers, premiums & broker pay
Similar plansWholesale Trade · Ohio
Lake City Plating OH$2.8M · 0.36%
Spectrum Diversified Designs, LLC OH$2.6M · 0.51%
Hpj Industries Inc. OH$2.5M · 1.02%
K & K Interiors, Inc. OH$2.4M · 0.46%
American Consolidated Industries, Inc. OH$1.9M · 0.90%
Rivercap Holdings, LLC OH$1.6M · 2.17%
Novelart Manufacturing Company dba Topicz, Inc. OH$453K · 1.49%
Raffoul Heating and Air LLC OH$198K · 0.80%

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Fee benchmarks by plan size

Source: U.S. Department of Labor, Form 5500 series, EIN 311021886 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.