Plan Ledger DOL Form 5500 · updated monthly

Hunter Warfield, Inc.401(k)

HUNTER WARFIELD, INC. 401(K) PROFIT SHARING PLAN · TAMPA, FL · plan year 2022

Reported admin expense ratio · 2022
0.78%

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

Hunter Warfield, Inc. reported $47,153 in plan administrative expenses for 2022: 0.78% of average plan assets, above the peer median. Employer contributions averaged $1,647 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Florida (2,434th of 3,644), and 1,404th of 2,534 in administrative & support services. In 2022, employees put in $2.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,311,816
Participants with balances79
Active participants95
Employer contributions$156,450
Employee contributions$418,161
Employer contribution per active participant$1,647
Average account balance$67,238
Benefits paid to participants$1,042,197
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,641
Investment management$34,443
Total administrative$47,153
The Hunter Warfield, Inc. 401(k) match · 2022
Employer contribution per active participant$1,647
Median for plans this size$1,114

Hunter Warfield, Inc.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$47,153 · 0.78%
Similar plansAdministrative & Support Services · Florida
Vengroff Williams, Inc. FL$6.0M · 1.13%
Cell Staff LLC FL$5.1M · 1.20%
Magna Associates, Inc. FL$4.9M · 0.25%
Luke & Associates, Inc. FL$4.9M · 1.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201867295 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.