Plan Ledger DOL Form 5500 · updated monthly

Hlw International, LLP401(k)

HLW INTERNATIONAL, LLP SAVINGS AND INVESTMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Hlw International, LLP reported $93,276 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $1,805 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 0.25% to 0.27%. 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 1,752nd-largest of 5,648 plans among New York employers on file, and the 3,658th of 11,654 in professional & technical services. In 2024, employees put in $5.48 for every $1.00 the employer contributed; active participation has shrunk from 240 to 196 since 2022.

Plan summary
Net assets, end of year$35,334,411
Participants with balances318
Active participants196
Employer contributions$353,790
Employee contributions$1,937,867
Employer contribution per active participant$1,805
Average account balance$111,115
Benefits paid to participants$5,094,653
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.3M · 318 accts · $354K emplr
2023$34.0M · 330 accts · $361K emplr
2022$28.1M · 361 accts · $357K emplr
Administrative expenses, itemized · 2024
Investment management$43,118
Total administrative$93,276
The Hlw International, LLP 401(k) match · 2024
Employer contribution per active participant$1,805
Median for plans this size$2,416
2024$1,805 per active participant
2023$1,695 per active participant
2022$1,486 per active participant

Hlw International, LLP'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
BRIO BENEFIT CONSULTING · Pension consulting$43,118
CMC ADVISORS, INC · Investment advisory (plan)$43,118
CMC INTERACTIVE, LLC · Claims processing · Loan processing$7,040

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$93,276 · 0.27%
2023$81,950 · 0.26%
2022$76,329 · 0.25%
Similar plansProfessional & Technical Services · New York
Harding Mazzotti, LLP NY$36.4M · 0.01%
Chasedesign, LLC NY$36.1M · 0.21%
Alphasights, Inc. NY$35.5M · 0.04%
Optimax Systems, Inc. NY$34.7M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131441800 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.