Plan Ledger DOL Form 5500 · updated monthly

Houwzer401(k)

HOUWZER 401(K) PLAN · PHILADELPHIA, PA · plan year 2023

Reported admin expense ratio · 2023
0.02%

Houwzer reported $300 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. 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 0.07% to 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Pennsylvania (3,439th of 3,651), and 1,918th of 2,096 in real estate & leasing. active participation has shrunk from 61 to 37 since 2022.

Plan summary
Net assets, end of year$1,516,838
Participants with balances141
Active participants37
Employer contributions—
Employee contributions$248,982
Employer contribution per active participant—
Average account balance$10,758
Benefits paid to participants$194,658
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.4M · 130 accts
2023$1.5M · 141 accts
2022$975K · 141 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$300
Total administrative$300
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$7,322 · 0.49%
2023$300 · 0.02%
2022$675 · 0.07%
Similar plansReal Estate & Leasing · Pennsylvania
Harrison Enterprises PA$2.6M · 1.56%
Horst Realty Company, LLC PA$1.6M · 0.79%
Dgg Re Investments LLC PA$1.2M · 0.65%
Forty Two, LLC PA$611K · 0.71%
Odin Management LLC PA$588K · 1.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472138699 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.