Plan Ledger DOL Form 5500 · updated monthly

Hughesleahykarlovic, Inc.401(k)

HUGHESLEAHYKARLOVIC, INC. 401(K) PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Hughesleahykarlovic, Inc. reported $103,847 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,934 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 fell from 0.68% to 0.54%. 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 589th-largest of 1,393 plans among Missouri employers on file, and the 5,461st of 11,654 in professional & technical services. In 2024, employees put in $5.82 for every $1.00 the employer contributed; active participation has shrunk from 208 to 121 since 2022.

Plan summary
Net assets, end of year$20,515,091
Participants with balances283
Active participants121
Employer contributions$233,979
Employee contributions$1,362,798
Employer contribution per active participant$1,934
Average account balance$72,491
Benefits paid to participants$1,627,272
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.5M · 283 accts · $234K emplr
2023$18.0M · 320 accts · $300K emplr
2022$15.2M · 358 accts · $317K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$103,847
Total administrative$103,847
The Hughesleahykarlovic, Inc. 401(k) match · 2024
Employer contribution per active participant$1,934
Median for plans this size$2,416
2024$1,934 per active participant
2023$1,924 per active participant
2022$1,524 per active participant

Hughesleahykarlovic, Inc.'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 · 20243
THE VANGUARD GROUP, INC. · Recordkeeping$26,345
TFB ADVISORS, LLC · Investment advisory (plan)$77,677
TAX FAVORED BENEFITS, INC · Contract administrator$9,870

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$103,847 · 0.54%
2023$110,061 · 0.66%
2022$108,616 · 0.68%
Same employer
Similar plansProfessional & Technical Services · Missouri
Toth & Associates, Inc. MO$21.7M · 0.12%
Group 360, Inc. MO$21.2M · 0.39%
Horner & Shifrin, Inc MO$20.3M · 0.00%
The McClure Corporation MO$19.6M · 0.40%
Object Computing, Inc. MO$19.6M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431106904 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.