Plan Ledger DOL Form 5500 · updated monthly

HX5, LLC401(k)

HX5, LLC 401(K) PROFIT SHARING PLAN · FORT WALTON, FL · plan year 2025

Reported admin expense ratio · 2025
0.46%

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

HX5, LLC reported $471,959 in plan administrative expenses for 2025: 0.46% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,985 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 4 years on file its reported administrative ratio has held roughly steady near 0.46%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other professional & technical services employers. By assets it is the 294th-largest of 3,644 plans among Florida employers on file, and the 1,347th of 11,654 in professional & technical services. In 2025, employees put in $2.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$112,860,772
Participants with balances1,316
Active participants1,032
Employer contributions$4,112,977
Employee contributions$10,800,044
Employer contribution per active participant$3,985
Average account balance$85,760
Benefits paid to participants$11,557,288
Plan auditUnmodified (clean) audit opinion
AuditorAVIZO GROUP
Plan history4
Yearassets · accounts · employer contribution
2025$112.9M · 1,316 accts · $4.1M emplr
2024$93.2M · 1,395 accts · $4.4M emplr
2023$82.7M · 1,472 accts · $4.4M emplr
2022$62.7M · 1,324 accts · $4.0M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$283,564
Investment management$178,140
Total administrative$471,959
The HX5, LLC 401(k) match · 2025
Employer contribution per active participant$3,985
Median for plans this size$4,093
2025$3,985 per active participant
2024$4,105 per active participant
2023$3,755 per active participant
2022$3,730 per active participant

HX5, LLC's 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
THE PENSION CENTER OF FLORIDA, INC. · Accounting / audit · Recordkeeping$45,507
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$152,519
EMPOWER ADVISORY GROUP, LLC · Investment management$46,159

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025THE PENSION CENTER OF FLORIDA, INC.
2024THE PENSION CENTER OF FLORIDA, INC.
2023THE PENSION CENTER OF FLORIDA, INC.

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$471,959 · 0.46%
2024$421,384 · 0.48%
2023$325,789 · 0.45%
2022$301,009 · 0.48%
Same employer
Similar plansProfessional & Technical Services · Florida
Mainline Information Systems FL$123.7M · 0.12%
V P Holdings, Inc. FL$121.8M · 0.18%
Banker Lopez Gassler P.A. FL$109.3M · 0.03%
Greenway Health, LLC FL$106.0M · 0.15%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 562468829 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.