Plan Ledger DOL Form 5500 · updated monthly

Hoyle, Tanner & Associates, Inc.401(k)

THE HTA EMPLOYEES 401(K) PROFIT SHARING PLAN · MANCHESTER, NH · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Hoyle, Tanner & Associates, Inc. reported $12,698 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,929 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 0.03% to 0.05%. 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 133rd-largest of 411 plans among New Hampshire employers on file, and the 4,260th of 11,654 in professional & technical services. In 2024, employees put in $3.55 for every $1.00 the employer contributed; active participation has grown from 100 to 120 since 2022.

Plan summary
Net assets, end of year$29,256,747
Participants with balances154
Active participants120
Employer contributions$351,523
Employee contributions$1,247,473
Employer contribution per active participant$2,929
Average account balance$189,979
Benefits paid to participants$1,875,634
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.3M · 154 accts · $352K emplr
2023$25.4M · 145 accts · $224K emplr
2022$21.4M · 141 accts · $195K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,230
Investment management$6,468
Total administrative$12,698
The Hoyle, Tanner & Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$2,929
Median for plans this size$2,416
2024$2,929 per active participant
2023$2,110 per active participant
2022$1,946 per active participant

Hoyle, Tanner & Associates, Inc.'s 2024 employer contribution ran above 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 · 20241
USI CONSULTING GROUP · Claims processing · Recordkeeping$6,230

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

Recordkeeper by year2
2024USI Consulting
2023USI Consulting

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

Administrative cost history3
2024$12,698 · 0.05%
2023$4,661 · 0.02%
2022$7,152 · 0.03%
Similar plansProfessional & Technical Services · New Hampshire
Worldcom Exchange, Inc. NH$34.1M · 0.24%
Blue Mantis, Inc NH$32.6M · 0.20%
Ballentine Partners, LLC NH$29.7M · 0.01%
Appcast, Inc. NH$29.6M · 0.35%
Boston Analytical, Inc. NH$24.2M · 0.27%
Vapotherm, Inc. NH$21.9M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 020317405 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.