Plan Ledger DOL Form 5500 · updated monthly

Hugg & Hall Equipment Co.401(k)

HUGG & HALL EQUIPMENT 401(K) PROFIT SHARING PLAN · LITTLE ROCK, AR · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Hugg & Hall Equipment Co. reported $112,077 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $786 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 0.23% to 0.27%. 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 89th-largest of 456 plans among Arkansas employers on file, and the 315th of 2,096 in real estate & leasing. In 2024, employees put in $5.82 for every $1.00 the employer contributed; active participation has grown from 611 to 790 since 2022.

Plan summary
Net assets, end of year$45,594,461
Participants with balances830
Active participants790
Employer contributions$620,729
Employee contributions$3,611,190
Employer contribution per active participant$786
Average account balance$54,933
Benefits paid to participants$2,791,101
Plan auditUnmodified (clean) audit opinion
AuditorHCJ CPAS AND ADVISORS, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$45.6M · 830 accts · $621K emplr
2023$37.8M · 745 accts · $1.1M emplr
2022$29.1M · 653 accts · $483K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,877
Investment management$70,953
Total administrative$112,077
The Hugg & Hall Equipment Co. 401(k) match · 2024
Employer contribution per active participant$786
Median for plans this size$2,416
2024$786 per active participant
2023$1,547 per active participant
2022$791 per active participant

Hugg & Hall Equipment Co.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20244
STEPHENS GROUP ASSET MANAGEMENT LLC · Investment advisory (plan)$46,344
EMPOWER ADVISORY GROUP, LLC · Investment management$24,609
LEAFHOUSE FINANCIAL ADVISORS, LLC$14,247

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$112,077 · 0.27%
2023$77,236 · 0.23%
2022$68,275 · 0.23%
Same employer
Similar plansReal Estate & Leasing · Arkansas
Rudin Management Co., Inc. NY$45.9M · 0.04%
New England Business Trust MA$45.8M · 0.28%
Douglas Elliman LLC NY$45.7M · 0.04%
Krg Management, LLC IN$45.7M · 0.40%
Schnitzer Investment Corp. OR$45.1M · 0.17%
Baird & Warner, Inc. IL$45.1M · 0.18%
Walton Communities, LLC GA$44.8M · 0.03%
Rangewater Real Estate, LLC GA$44.8M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710416379 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.