Plan Ledger DOL Form 5500 · updated monthly

Hilgartwilson, LLC401(k)

HILGARTWILSON, LLC 401(K) PLAN · PHOENIX, AZ · plan year 2023

Reported admin expense ratio · 2023
0.66%

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

Hilgartwilson, LLC reported $43,447 in plan administrative expenses for 2023: 0.66% of average plan assets, above the peer median. Employer contributions averaged $2,250 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 1 year on file its reported administrative ratio fell from 0.74% to 0.66%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Arizona (682nd of 1,285), and 8,807th of 11,654 in professional & technical services. In 2023, employees put in $2.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,656,144
Participants with balances150
Active participants163
Employer contributions$366,675
Employee contributions$1,002,323
Employer contribution per active participant$2,250
Average account balance$51,041
Benefits paid to participants$417,046
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $366K emplr
2023$7.7M · 150 accts · $367K emplr
2022$5.6M · 151 accts · $220K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$16,670
Investment management$26,777
Total administrative$43,447
The Hilgartwilson, LLC 401(k) match · 2023
Employer contribution per active participant$2,250
Median for plans this size$1,308
2023$2,250 per active participant
2022$1,356 per active participant

Hilgartwilson, LLC's 2023 employer contribution ran above the $1,308 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
WOODBURY FINANCIAL SERVICES INC · Investment advisory (plan)$22,747
EMPOWER ADVISORY GROUP, LLC · Investment management$4,030

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

Administrative cost history3
2024Not separately reported
2023$43,447 · 0.66%
2022$42,334 · 0.74%
Same employer
Similar plansProfessional & Technical Services · Arizona
Az Pet Vet Holding LLC AZ$7.7M · 1.13%
Runtime Technologies, LLC AZ$7.6M · 0.62%
Sentrillion AZ$7.3M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270723942 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.