Plan Ledger DOL Form 5500 · updated monthly

Hfs Holding Corporation401(k)

HOSPITAL FORMS/MAGNETIC TICKET 401(K) PLAN · DALLAS, TX · plan year 2023

Reported admin expense ratio · 2023
0.51%

Hfs Holding Corporation reported $35,897 in plan administrative expenses for 2023: 0.51% of average plan assets, above the peer median. 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 0.31% to 0.35%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Texas (3,533rd of 5,688), and 9,977th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$7,353,817
Participants with balances139
Active participants163
Employer contributions—
Employee contributions$285,930
Employer contribution per active participant—
Average account balance$52,905
Benefits paid to participants$709,895
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.7M · 129 accts
2023$7.4M · 139 accts
2022$6.8M · 144 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$6,867
Investment management$16,433
Audit (IQPA)$12,597
Total administrative$35,897
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 · 20232
JOHN HANCOCK USA · Recordkeeping · Investment management$4,112
MESIROW FINANCIAL · Investment advisory (participants)$16,433

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$22,930 · 0.35%
2023$35,897 · 0.51%
2022$23,222 · 0.31%
Same employer
Similar plansManufacturing · Texas
Morrow Energy, LLC TX$7.5M · 0.52%
Ameripipe Supply, Inc. TX$7.4M · 0.68%
Diab Americas LP TX$7.2M · 0.60%
Oscor Inc. TX$7.2M · 0.56%
Variosystems, Inc. TX$7.2M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751827504 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.