Plan Ledger DOL Form 5500 · updated monthly

Huntsworth Group, Inc.401(k)

HUNTSWORTH GROUP, INC. USA 401(K) PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Huntsworth Group, Inc. reported $199,774 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $2,235 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 rose from 0.08% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 389th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,173rd of 11,654 in professional & technical services. In 2024, employees put in $3.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$132,938,814
Participants with balances1,578
Active participants1,094
Employer contributions$2,444,991
Employee contributions$9,448,094
Employer contribution per active participant$2,235
Average account balance$84,245
Benefits paid to participants$26,504,727
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$132.9M · 1,578 accts · $2.4M emplr
2023$124.2M · $3.6M emplr
2022$104.1M · 1,789 accts · $3.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$199,774
Total administrative$199,774
The Huntsworth Group, Inc. 401(k) match · 2024
Employer contribution per active participant$2,235
Median for plans this size$3,635
2024$2,235 per active participant
2022$3,197 per active participant

Huntsworth Group, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20244
ADP, INC. · Loan processing · Recordkeeping$99,236
GLOBAL RETIREMENT PARTNERS · Recordkeeping · Trustee$50,268
MORNINGSTAR RETIREMENT MANAGER · Investment advisory (participants) · Investment advisory (plan)$540
ADP BROKER-DEALERindirect comp

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$199,774 · 0.16%
2023$83,459 · 0.07%
2022$84,587 · 0.08%
Similar plansProfessional & Technical Services · Pennsylvania
Ashfield Healthcare, LLC PA$139.8M · 0.35%
Duolingo, Inc. PA$136.9M · 0.14%
Ashfield Healthcare Comm. PA$134.2M · 0.19%
Aurora Operations, Inc. PA$131.6M · 0.01%
Minitab, LLC PA$129.8M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 133313044 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.