Plan Ledger DOL Form 5500 · updated monthly

The Harbor Health Team, Inc.401(k)

HARBOR HEALTH TEAM 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.16%

The Harbor Health Team, Inc. reported $3,980 in plan administrative expenses for 2024: 0.16% of average plan assets, lower than ~75% of peers. 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 1 year on file its reported administrative ratio rose from 0.01% to 0.16%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (4,384th of 5,688), and 8,744th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$3,725,122
Participants with balances252
Active participants238
Employer contributions—
Employee contributions$1,362,867
Employer contribution per active participant—
Average account balance$14,782
Benefits paid to participants$101,931
Plan auditUnmodified (clean) audit opinion
AuditorRUSSON JOHNSTON LLP
Plan history2
Yearassets · accounts · employer contribution
2024$3.7M · 252 accts
2023$1.1M · 196 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,980
Total administrative$3,980
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
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$3,980

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history2
2024$3,980 · 0.16%
2023$75 · 0.01%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Family Hospital Systems TX$3.8M · 0.82%
Tots in Tow LLC TX$3.8M · 0.28%
Caraday Healthcare, LLC TX$3.7M · 1.94%

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Source: U.S. Department of Labor, Form 5500 series, EIN 874283376 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.