Plan Ledger DOL Form 5500 · updated monthly

Hunt & Henriques,Llp401(k)

HUNT & HENRIQUES,LLP 401(K) PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Hunt & Henriques,Llp reported $88,080 in plan administrative expenses for 2024: 0.59% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,741 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 has held roughly steady near 0.59%. 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 4,296th-largest of 9,483 plans among California employers on file, and 6,441st of 11,654 in professional & technical services. In 2024, the employer put in $1.14 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$15,584,627
Participants with balances117
Active participants65
Employer contributions$373,190
Employee contributions$326,471
Employer contribution per active participant$5,741
Average account balance$133,202
Benefits paid to participants$751,618
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.6M · 117 accts · $373K emplr
2023$14.4M · 123 accts · $413K emplr
2022$12.3M · 128 accts · $427K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,185
Investment management$52,418
Trustee / custodial$7,477
Total administrative$88,080
The Hunt & Henriques,Llp 401(k) match · 2024
Employer contribution per active participant$5,741
Median for plans this size$2,416
2024$5,741 per active participant
2023$5,904 per active participant
2022$6,187 per active participant

Hunt & Henriques,Llp'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 · 20243
SMART INVESTOR · Investment advisory (plan)$52,418
THE RETIREMENT PLAN COMPANY, LLC$28,599
MATRIX · Custodial (securities)$7,477

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$88,080 · 0.59%
2023$77,100 · 0.58%
2022$78,814 · 0.60%
Similar plansProfessional & Technical Services · California
Apolis CA$15.7M · 0.45%
Forward Slope, Inc. CA$15.6M · 0.47%
Limeade, Inc. CA$15.6M · 0.28%
The Third Floor, Inc. CA$15.5M · 0.70%
Ambrx, Inc. CA$15.5M · 0.33%
Applied Minds, LLC CA$15.4M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770051455 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.