Plan Ledger DOL Form 5500 · updated monthly

Hirshleifers, Inc.401(k)

HIRSHLEIFERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST · MANHASSET, NY · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Hirshleifers, Inc. reported $21,168 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $1,966 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 0.05% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New York (3,294th of 5,648), and the 2,239th of 5,215 in retail trade. In 2024, employees put in $3.06 for every $1.00 the employer contributed; active participation has shrunk from 140 to 124 since 2022.

Plan summary
Net assets, end of year$12,228,628
Participants with balances151
Active participants124
Employer contributions$243,754
Employee contributions$745,660
Employer contribution per active participant$1,966
Average account balance$80,984
Benefits paid to participants$384,337
Plan auditUnmodified (clean) audit opinion
AuditorFARBER BLICHT EYERMAN & HERZOG
Plan history3
Yearassets · accounts · employer contribution
2024$12.2M · 151 accts · $244K emplr
2023$10.2M · 236 accts · $267K emplr
2022$7.9M · 176 accts · $242K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,101
Investment management$14,067
Total administrative$21,168
The Hirshleifers, Inc. 401(k) match · 2024
Employer contribution per active participant$1,966
Median for plans this size$2,416
2024$1,966 per active participant
2023$1,923 per active participant
2022$1,728 per active participant

Hirshleifers, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
WELLS FARGO ADVISORS FINANCIAL NETW · Recordkeeping · Trustee$14,066
ADP, INC. · Loan processing · Recordkeeping$7,101
ADP BROKER-DEALER · Other servicesindirect 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
2024ADP, Wells Fargo
2023ADP

This plan has changed recordkeepers within these filings. If you left Hirshleifers, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$21,168 · 0.19%
2023$4,705 · 0.05%
2022$4,693 · 0.05%
Similar plansRetail Trade · New York
Moda Operandi Inc. NY$13.0M · 0.62%
Jv Asset Holdco LLC NY$12.9M · 0.03%
Sage Parts Plus, Inc. NY$12.8M · 0.58%
Bci Brands, LLC NY$12.4M · 0.02%
Nissan 112 Sales Corp. NY$12.1M · 1.03%
Blue Apron Holdings, Inc. NY$12.0M · 0.11%
Habberstad Motorsport, Inc. NY$11.9M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112001739 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.