Plan Ledger DOL Form 5500 · updated monthly

Headlands Research, Inc.401(k)

HEADLANDS RESEARCH 401(K) PLAN · LAKE WORTH, FL · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Headlands Research, Inc. reported $49,369 in plan administrative expenses for 2024: 0.57% of average plan assets, above the peer median. Employer contributions averaged $840 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 0.44% to 0.57%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,770th-largest of 3,644 plans among Florida employers on file, and 7,978th of 11,654 in professional & technical services. In 2024, employees put in $4.22 for every $1.00 the employer contributed; active participation has grown from 262 to 365 since 2022.

Plan summary
Net assets, end of year$10,083,116
Participants with balances214
Active participants365
Employer contributions$306,534
Employee contributions$1,294,148
Employer contribution per active participant$840
Average account balance$47,117
Benefits paid to participants$752,251
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 214 accts · $307K emplr
2023$7.3M · 165 accts
2022$7.6M · 146 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,369
Total administrative$49,369
The Headlands Research, Inc. 401(k) match · 2024
Employer contribution per active participant$840
Median for plans this size$1,313

Headlands Research, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20243
VOYA RETIREMENT INS AND ANNUITY CO · Investment advisory (participants)$353
CORNERSTONE WEALTH GROUPindirect comp

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$49,369 · 0.57%
2023$55,085 · 0.74%
2022$33,675 · 0.44%
Same employer
Similar plansProfessional & Technical Services · Florida
Sentry Management, Inc. FL$10.2M · 0.91%
Majority Strategies LLC FL$10.1M · 0.26%
Eac Consulting, Inc. FL$10.0M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830520149 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.