Plan Ledger DOL Form 5500 · updated monthly

Hdr, Inc.401(k) + ESOP (KSOP)

HDR, INC. BEST PLAN AND ESOP · OMAHA, NE · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Hdr, Inc. reported $1,649,736 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,145 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 0.03% to 0.02%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1st-largest of 565 plans among Nebraska employers on file, and the 18th of 11,654 in professional & technical services. In 2024, employees put in $6.33 for every $1.00 the employer contributed; active participation has grown from 10,554 to 12,137 since 2022.

Plan summary
Net assets, end of year$7,698,378,085
Participants with balances15,939
Active participants12,137
Employer contributions$26,034,123
Employee contributions$164,678,373
Employer contribution per active participant$2,145
Average account balance$482,990
Benefits paid to participants$475,237,175
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.7B · 15,939 accts · $26.0M emplr
2023$6.3B · 15,069 accts · $24.4M emplr
2022$5.0B · 14,203 accts · $21.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,132,371
Investment management$411,901
Audit (IQPA)$53,022
Total administrative$1,649,736
The Hdr, Inc. 401(k) match · 2024
Employer contribution per active participant$2,145
Median for plans this size$5,259
2024$2,145 per active participant
2023$2,149 per active participant
2022$2,070 per active participant

Hdr, Inc.'s 2024 employer contribution ran below the $5,259 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 · 202412
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$817,629
PRINCIPAL LIFE INSURANCE COMPANY · Investment management$231,413
ARGENT TRUST COMPANY · Investment management$201,925
CREATIVE PLANNING HOLDCO LLC · Investment management$80,000
KUTAK ROCK LLP · Accounting / audit · Legal$79,748
ERNST & YOUNG US LLP · Accounting / audit$34,980
CARDINAL POINT CAPITAL MANAGEM · Investment advisory (participants)$15,397
KWMG LLC · Investment advisory (participants)$12,553
FISHER INVESTMENTS · Investment advisory (participants)$10,077
CREATIVE PLANNING LLC · Investment advisory (participants)$8,793
MCADAM LLC · Investment advisory (participants)$7,105
GREAT WATERS WEALTH MANAGEMENT · Investment advisory (participants)$5,246

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$1,649,736 · 0.02%
2023$1,416,709 · 0.03%
2022$1,496,824 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Nebraska
Booz Allen Hamilton Inc. VA$9.3B · 0.06%
Trinet HR III, Inc. FL$8.7B · 0.16%
Aecom TX$6.8B · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470663756 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.