Plan Ledger DOL Form 5500 · updated monthly

Hill Family Group, Inc401(k)

HILL FAMILY GROUP RETIREMENT PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Hill Family Group, Inc reported $49,037 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $6,014 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 3 years on file its reported administrative ratio has held roughly steady near 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,748th-largest of 5,688 plans among Texas employers on file, and the 4,808th of 11,654 in professional & technical services. In 2024, employees put in $2.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,707,244
Participants with balances171
Active participants31
Employer contributions$186,433
Employee contributions$413,776
Employer contribution per active participant$6,014
Average account balance$144,487
Benefits paid to participants$3,103,477
Plan auditUnmodified (clean) audit opinion
AuditorWEAVER & TIDWELL, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$24.7M · 171 accts · $186K emplr
2023$23.8M · 184 accts · $204K emplr
2022$22.1M · 202 accts · $191K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$225
Investment management$48,812
Total administrative$49,037
The Hill Family Group, Inc 401(k) match · 2024
Employer contribution per active participant$6,014
Median for plans this size$2,416
2024$6,014 per active participant
2023$6,387 per active participant
2022$6,363 per active participant

Hill Family Group, Inc's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
RAYMOND JAMES · Investment advisory (plan)$48,812
JPMORGAN INVEST HOLDINGS LLC$225

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$49,037 · 0.20%
2023$46,122 · 0.20%
2022$50,450 · 0.19%
Similar plansProfessional & Technical Services · Texas
Ghg Corporation TX$25.1M · 0.03%
Mre Consulting, LTD. TX$25.0M · 0.10%
Partnercomm, Inc. TX$24.8M · 0.04%
Lake/Flato Architects, Inc. TX$24.8M · 0.47%
Taskus, Inc. TX$24.6M · 0.32%
Lexipol, LLC TX$24.2M · 0.13%
Good Fulton & Farrell, Inc. TX$24.0M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751869395 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.