Plan Ledger DOL Form 5500 · updated monthly

Hill, Ward & Henderson, Professional Association401(k)

HILL, WARD & HENDERSON, PROFESSIONAL ASSOCIATION PROFIT SHARING AND 401(K) PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Hill, Ward & Henderson, Professional Association reported $2,927 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $14,025 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 0.002% to 0.002%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 238th-largest of 3,644 plans among Florida employers on file, and the 1,065th of 11,654 in professional & technical services. In 2024, the employer put in $1.01 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$146,128,521
Participants with balances295
Active participants236
Employer contributions$3,309,987
Employee contributions$3,269,322
Employer contribution per active participant$14,025
Average account balance$495,351
Benefits paid to participants$13,362,511
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$146.1M · 295 accts · $3.3M emplr
2023$133.8M · 300 accts · $3.3M emplr
2022$109.7M · 286 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,927
Total administrative$2,927
The Hill, Ward & Henderson, Professional Association 401(k) match · 2024
Employer contribution per active participant$14,025
Median for plans this size$3,635
2024$14,025 per active participant
2023$14,086 per active participant
2022$13,467 per active participant

Hill, Ward & Henderson, Professional Association's 2024 employer contribution ran above the $3,635 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 · 20241
THE VANGUARD GROUP, INC. · Recordkeepingindirect comp

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$2,927 · 0.00%
2023$1,800 · 0.00%
2022$2,250 · 0.00%
Same employer
Similar plansProfessional & Technical Services · Florida
Ardurra Group, Inc. FL$155.6M · 0.14%
Investcloud, Inc. FL$152.4M · 0.04%
Newfold Digital, Inc. FL$148.0M · 0.26%
The Hackett Group, Inc. FL$143.7M · 0.17%
The Simplex Group, Inc. FL$141.4M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592678550 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.