Plan Ledger DOL Form 5500 · updated monthly

Hawley Troxell Ennis & Hawley LLP401(k)

HAWLEY TROXELL 401(K) PLAN · BOISE, ID · plan year 2023

Reported admin expense ratio · 2023
0.34%

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

Hawley Troxell Ennis & Hawley LLP reported $195,332 in plan administrative expenses for 2023: 0.34% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,236 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 0.33% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other professional & technical services employers. By assets it is the 39th-largest of 349 plans among Idaho employers on file, and the 2,350th of 11,654 in professional & technical services. In 2023, employees put in $1.19 for every $1.00 the employer contributed; active participation has grown from 125 to 202 since 2022.

Plan summary
Net assets, end of year$60,807,882
Participants with balances277
Active participants202
Employer contributions$1,057,688
Employee contributions$1,256,326
Employer contribution per active participant$5,236
Average account balance$219,523
Benefits paid to participants$5,844,416
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$56.7M · 217 accts · $1.0M emplr
2023$60.8M · 277 accts · $1.1M emplr
2022$54.5M · 195 accts · $1.1M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$118,582
Investment management$65,000
Audit (IQPA)$11,750
Total administrative$195,332
The Hawley Troxell Ennis & Hawley LLP 401(k) match · 2023
Employer contribution per active participant$5,236
Median for plans this size$3,659
2024$6,540 per active participant
2023$5,236 per active participant
2022$8,646 per active participant

Hawley Troxell Ennis & Hawley LLP's 2023 employer contribution ran above the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
RAYMOND JAMES & ASSOCIATES INC · Investment advisory (plan)$65,000
EIDE BAILLY LLP · Accounting / audit$11,750

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$115,476 · 0.20%
2023$195,332 · 0.34%
2022$192,084 · 0.33%
Same employer
Similar plansProfessional & Technical Services · Idaho
Power Engineers, Inc. ID$591.6M · 0.12%
J-U-B Engineers, Inc. ID$102.9M · 0.04%
Compunet Inc ID$53.8M · 0.02%
Atx Peo Services, Inc. ID$35.3M · 1.15%
Ataraxis, Inc. ID$34.3M · 1.50%
The Internet Truckstop, LLC ID$30.0M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820259668 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.