Plan Ledger DOL Form 5500 · updated monthly

Hntb Holdings LTD.401(k) + ESOP (KSOP)

HNTB OWNERSHIP PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Hntb Holdings LTD. reported $826,978 in plan administrative expenses for 2024: 0.04% of average plan assets, below the peer median. Employer contributions averaged $2,367 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 fell from 0.05% to 0.04%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other professional & technical services employers. By assets it is the 11th-largest of 1,393 plans among Missouri employers on file, and the 74th of 11,654 in professional & technical services. In 2024, employees put in $2.29 for every $1.00 the employer contributed; active participation has grown from 5,425 to 6,881 since 2022.

Plan summary
Net assets, end of year$2,177,438,156
Participants with balances8,265
Active participants6,881
Employer contributions$16,287,944
Employee contributions$37,305,078
Employer contribution per active participant$2,367
Average account balance$263,453
Benefits paid to participants$94,227,900
Plan auditUnmodified (clean) audit opinion
AuditorPICKETT,CHANEY & MCMULLEN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$2.2B · 8,265 accts · $16.3M emplr
2023$1.7B · 7,658 accts · $14.0M emplr
2022$1.3B · 6,817 accts · $12.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$164,222
Investment management$657,396
Total administrative$826,978
The Hntb Holdings LTD. 401(k) match · 2024
Employer contribution per active participant$2,367
Median for plans this size$5,259
2024$2,367 per active participant
2023$2,243 per active participant
2022$2,213 per active participant

Hntb Holdings LTD.'s 2024 employer contribution ran below the $5,259 median for plans its size, in the bottom 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 · 20248
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$231,389
STATE STREET BANK AND TRUST COMPANY · Investment management$230,000
STOUT INTERMEDIATE HOLDINGS L · Investment management$176,341
MORNINGSTAR INC · Investment management$86,392
CREATIVE PLANNING HOLDCO LLC · Investment management$78,514
OPTIMA CAPITAL MANAGEMENT LLC · Investment management$7,254
KWMG LLC · Investment advisory (participants)$5,698
CHARLES SCHWAB & CO., INC. · Securities brokerage$238

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$826,978 · 0.04%
2023$638,641 · 0.04%
2022$640,962 · 0.05%
All plans at this employer2
HNTB RETIREMENT AND SAVINGS PLAN401(k)
HNTB OWNERSHIP PLAN401(k) + ESOP (KSOP)
Same employer
Similar plansProfessional & Technical Services · Missouri
Burns & McDonnell, Inc MO$5.5B · 0.02%
Arcadis U.S., Inc. CO$2.3B · 0.03%
Paychex , Inc. NY$2.3B · 0.03%
Paypal Holdings, Inc. CA$2.2B · 0.03%
Tetra Tech, Inc. CA$2.2B · 0.06%
Milliman WA$2.1B · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562422024 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.