Plan Ledger DOL Form 5500 · updated monthly

Hilltop Energy, Inc.401(k)

HILLTOP ENERGY, INC. 401(K) PLAN · LISBON, OH · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Hilltop Energy, Inc. reported $40,544 in plan administrative expenses for 2024: 0.42% of average plan assets, below the peer median. Employer contributions averaged $3,374 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 0.29% to 0.42%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Ohio (1,979th of 3,295), and 3,079th of 5,337 in construction. In 2024, employees put in $1.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,119,349
Participants with balances112
Active participants87
Employer contributions$293,559
Employee contributions$521,471
Employer contribution per active participant$3,374
Average account balance$90,351
Benefits paid to participants$1,221,611
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 112 accts · $294K emplr
2023$9.2M · 104 accts · $265K emplr
2022$7.8M · 105 accts · $229K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,046
Investment management$24,498
Total administrative$40,544
The Hilltop Energy, Inc. 401(k) match · 2024
Employer contribution per active participant$3,374
Median for plans this size$1,313
2024$3,374 per active participant
2023$3,086 per active participant
2022$2,574 per active participant

Hilltop Energy, Inc.'s 2024 employer contribution ran above the $1,313 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
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$16,046
MEEDER ADVISORY SERVICES, INC. · Consulting · Investment advisory (plan)$24,498

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$40,544 · 0.42%
2023$29,735 · 0.35%
2022$27,785 · 0.29%
Similar plansConstruction · Ohio
First Equity Holdings OH$10.9M · 0.56%
Mid-City Electric Company OH$10.7M · 0.54%
Zemba Bros., Inc. OH$10.7M · 0.73%
Obr Cooling Towers, Inc. OH$10.3M · 0.24%
Beacon Electric Company OH$9.7M · 0.72%
Aeroseal, LLC OH$9.3M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341479255 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.