Plan Ledger DOL Form 5500 · updated monthly

Htx Holdings, LLC401(k)

HTX HOLDINGS RETIREMENT SAVINGS PLAN · PLAINVIEW, NY · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Htx Holdings, LLC reported $14,483 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,690 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 3 years on file its reported administrative ratio rose from 0.05% to 0.14%. 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 2,712th-largest of 5,648 plans among New York employers on file, and 5,997th of 11,654 in professional & technical services. In 2024, employees put in $2.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,609,459
Participants with balances196
Active participants211
Employer contributions$356,511
Employee contributions$1,052,876
Employer contribution per active participant$1,690
Average account balance$89,844
Benefits paid to participants$1,133,167
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$10.8M · 124 accts · $168K emplr
2024$17.6M · 196 accts · $357K emplr
2023$15.2M · 200 accts · $356K emplr
2022$12.6M · 198 accts · $348K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,483
Total administrative$14,483
The Htx Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$1,690
Median for plans this size$2,416
2024$1,690 per active participant
2023$1,476 per active participant
2022$1,703 per active participant

Htx Holdings, LLC'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 · 20241
JULY BUSINESS SERVICES · Recordkeeping · Loan processing$14,483

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

Recordkeeper by year3
2025July Business Services
2024July Business Services
2023July Business Services

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

Administrative cost history4
2025$19,558 · 0.14%
2024$14,483 · 0.09%
2023$8,670 · 0.06%
2022$7,415 · 0.05%
Similar plansProfessional & Technical Services · New York
Diller Scofidio Renfro, LLC NY$17.8M · 0.01%
Mother Industries, LLC. NY$17.4M · 0.75%
Rqi Partners LLC NY$17.4M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471486445 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.