Plan Ledger DOL Form 5500 · updated monthly

Hutton Real Estate Services, Inc.401(k)

HUTTON REAL ESTATE SERVICES, INC. 401(K) PROFIT SHARING PLAN · CHATTANOOGA, TN · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

Hutton Real Estate Services, Inc. reported $27,768 in plan administrative expenses for 2024: 0.74% of average plan assets, above the peer median. Employer contributions averaged $170 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 0.17% to 0.74%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Tennessee (1,145th of 1,496), and 4,203rd of 5,337 in construction. In 2024, employees put in $3.76 for every $1.00 the employer contributed; active participation has grown from 433 to 1,324 since 2022.

Plan summary
Net assets, end of year$4,093,028
Participants with balances677
Active participants1,324
Employer contributions$224,949
Employee contributions$844,808
Employer contribution per active participant$170
Average account balance$6,046
Benefits paid to participants$811,724
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.1M · 677 accts · $225K emplr
2023$3.4M · 508 accts · $213K emplr
2022$2.8M · 192 accts · $146K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,221
Investment management$4,547
Total administrative$27,768
The Hutton Real Estate Services, Inc. 401(k) match · 2024
Employer contribution per active participant$170
Median for plans this size$1,313
2024$170 per active participant
2023$415 per active participant
2022$337 per active participant

Hutton Real Estate Services, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20241

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$27,768 · 0.74%
2023$17,678 · 0.57%
2022$4,647 · 0.17%
Similar plansConstruction · Tennessee
Relyant Global, LLC TN$4.3M · 0.23%
Itg Communications, LLC TN$4.1M · 1.35%
Roscoe Brown, Inc. TN$3.8M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472686422 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.