Plan Ledger DOL Form 5500 · updated monthly

Hunter Roberts Construction Group, LLC401(k)

HUNTER ROBERTS CONSTRUCTION GROUP, LLC 401(K) AND PROFIT SHARING PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Hunter Roberts Construction Group, LLC reported $142,258 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $12,262 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 0.15% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 688th-largest of 5,648 plans among New York employers on file, and the 533rd of 5,337 in construction. In 2024, employees put in $1.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$119,165,871
Participants with balances471
Active participants312
Employer contributions$3,825,737
Employee contributions$4,157,565
Employer contribution per active participant$12,262
Average account balance$253,006
Benefits paid to participants$10,559,441
Plan auditUnmodified (clean) audit opinion
AuditorGRASSI & CO
Plan history3
Yearassets · accounts · employer contribution
2024$119.2M · 471 accts · $3.8M emplr
2023$102.7M · 477 accts · $3.7M emplr
2022$83.1M · 468 accts · $3.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,363
Investment management$66,081
Audit (IQPA)$15,814
Total administrative$142,258
The Hunter Roberts Construction Group, LLC 401(k) match · 2024
Employer contribution per active participant$12,262
Median for plans this size$3,635
2024$12,262 per active participant
2023$11,722 per active participant
2022$11,045 per active participant

Hunter Roberts Construction Group, LLC's 2024 employer contribution ran above the $3,635 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 · 20244
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$66,081
WBG ADVISORS LLC · Consulting$33,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,363
GRASSI & CO., CPAS P.C. · Accounting / audit$15,814

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$142,258 · 0.13%
2023$162,664 · 0.18%
2022$143,460 · 0.15%
Same employer
Similar plansConstruction · New York
Ohl, N.A. 401(K) Plan NY$103.8M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202303474 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.