Plan Ledger DOL Form 5500 · updated monthly

Hubbell Realty Company401(k)

HUBBELL REALTY COMPANY SELECT SAVINGS PLAN · WDM, IA · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Hubbell Realty Company reported $148,346 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,262 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 0.34% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 258th-largest of 878 plans among Iowa employers on file, and the 401st of 2,096 in real estate & leasing. In 2024, employees put in $1.63 for every $1.00 the employer contributed; active participation has grown from 329 to 378 since 2022.

Plan summary
Net assets, end of year$34,765,192
Participants with balances481
Active participants378
Employer contributions$1,610,852
Employee contributions$2,620,086
Employer contribution per active participant$4,262
Average account balance$72,277
Benefits paid to participants$3,895,408
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$34.8M · 481 accts · $1.6M emplr
2023$29.7M · 528 accts · $1.5M emplr
2022$25.1M · 474 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,133
Investment management$68,213
Total administrative$148,346
The Hubbell Realty Company 401(k) match · 2024
Employer contribution per active participant$4,262
Median for plans this size$2,416
2024$4,262 per active participant
2023$4,041 per active participant
2022$4,152 per active participant

Hubbell Realty Company's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$80,132
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$68,202

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$148,346 · 0.46%
2023$92,877 · 0.34%
2022$89,532 · 0.34%
Same employer
Similar plansReal Estate & Leasing · Iowa
Bh Management Services, LLC IA$58.7M · 0.35%
R&R Invest, Inc. IA$31.1M · 0.22%
Duke Aerial, Inc. IA$20.8M · 0.39%
Worley Warehousing, Inc. IA$13.7M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 426055401 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.