Plan Ledger DOL Form 5500 · updated monthly

Hunt Valley Holdings LLC401(k)

FUNDAMENTAL RETIREMENT SAVINGS PLAN · SPARKS, MD · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Hunt Valley Holdings LLC reported $502,484 in plan administrative expenses for 2024: 0.43% of average plan assets, higher than ~90% of peers. Employer contributions averaged $10 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 0.43%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 141st-largest of 1,671 plans among Maryland employers on file, and the 917th of 11,911 in health care & social assistance. In 2024, employees put in $167.03 for every $1.00 the employer contributed; active participation has grown from 7,282 to 8,516 since 2022.

Plan summary
Net assets, end of year$122,467,999
Participants with balances9,065
Active participants8,516
Employer contributions$82,285
Employee contributions$13,744,251
Employer contribution per active participant$10
Average account balance$13,510
Benefits paid to participants$16,480,064
Plan auditUnmodified (clean) audit opinion
AuditorWINDHAM BRANNON,LLC
Plan history3
Yearassets · accounts · employer contribution
2024$122.5M · 9,065 accts · $82K emplr
2023$111.5M · 8,795 accts
2022$98.6M · 7,664 accts
The Hunt Valley Holdings LLC 401(k) match · 2024
Employer contribution per active participant$10
Median for plans this size$3,635

Hunt Valley Holdings LLC's 2024 employer contribution ran below the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL, · Loan processing$282,320
HARBOR INVESTMENT ADVISORY LLC · Investment advisory (plan)$180,000
WINDHAM BRANNON · Accounting / audit$20,500
PENSION BENEFIT INFORMATIOIN LLC · Consulting$19,662

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$502,484 · 0.43%
2023$454,310 · 0.43%
2022$446,340 · 0.42%
Similar plansHealth Care & Social Assistance · Maryland
Sheppard Pratt Health System MD$156.6M · 0.22%
Carroll Hospital Center MD$155.1M · 0.11%
Capital Womens Care, LLC MD$147.0M · 0.18%
Pe Gastro Management, LLC MD$136.6M · 0.22%
Shore Health System, Inc. MD$118.4M · 0.04%
Novavax, Inc. MD$113.2M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204005037 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.