Plan Ledger DOL Form 5500 · updated monthly

Hubbell, Roth, & Clark, Inc.401(k)

HUBBELL ROTH & CLARK, INC. 401(K) PLAN · BLOOMFIELD HILLS, MI · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Hubbell, Roth, & Clark, Inc. reported $81,340 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $3,565 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 0.12% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 446th-largest of 2,619 plans among Michigan employers on file, and the 2,300th of 11,654 in professional & technical services. In 2024, employees put in $2.15 for every $1.00 the employer contributed; active participation has grown from 254 to 296 since 2022.

Plan summary
Net assets, end of year$61,830,477
Participants with balances375
Active participants296
Employer contributions$1,055,376
Employee contributions$2,267,704
Employer contribution per active participant$3,565
Average account balance$164,881
Benefits paid to participants$5,536,371
Plan auditUnmodified (clean) audit opinion
AuditorCOHEN & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$61.8M · 375 accts · $1.1M emplr
2023$56.7M · 375 accts · $1.0M emplr
2022$50.7M · 335 accts · $770K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,087
Investment management$13,084
Total administrative$81,340
The Hubbell, Roth, & Clark, Inc. 401(k) match · 2024
Employer contribution per active participant$3,565
Median for plans this size$3,635
2024$3,565 per active participant
2023$3,769 per active participant
2022$3,030 per active participant

Hubbell, Roth, & Clark, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20243
ACEC RETIREMENT TRUST$64,169
EMPOWER ADVISORY GROUP, LLC · Investment management$13,084

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$81,340 · 0.14%
2023$70,590 · 0.13%
2022$65,892 · 0.12%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 380668370 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.