Plan Ledger DOL Form 5500 · updated monthly

The Haskell Company401(k)

THE HASKELL COMPANY TAX DEFERRED SAVINGS PLAN (401(K)) · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

The Haskell Company reported $331,204 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $1,736 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 0.10% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 153rd-largest of 3,644 plans among Florida employers on file, and the 272nd of 5,337 in construction. In 2024, employees put in $6.21 for every $1.00 the employer contributed; active participation has grown from 1,711 to 1,935 since 2022.

Plan summary
Net assets, end of year$247,527,833
Participants with balances2,273
Active participants1,935
Employer contributions$3,359,064
Employee contributions$20,861,188
Employer contribution per active participant$1,736
Average account balance$108,899
Benefits paid to participants$17,213,196
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$247.5M · 2,273 accts · $3.4M emplr
2023$204.6M · 2,157 accts · $3.7M emplr
2022$162.7M · 2,094 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$186,537
Investment management$144,667
Total administrative$331,204
The The Haskell Company 401(k) match · 2024
Employer contribution per active participant$1,736
Median for plans this size$3,635
2024$1,736 per active participant
2023$2,078 per active participant
2022$1,277 per active participant

The Haskell Company's 2024 employer contribution ran below the $3,635 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$187,899
NFP · Investment advisory (plan)$84,462
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$60,205

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$331,204 · 0.15%
2023$434,433 · 0.24%
2022$169,964 · 0.10%
All plans at this employer2
THE HASKELL COMPANY TAX DEFERRED SAVINGS PLAN (401(K))401(k)
THE HASKELL COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansConstruction · Florida
Mastec, Inc. FL$917.6M · 0.13%
Topbuild Corp. FL$694.7M · 0.17%
Avi-Spl LLC FL$249.4M
Holiday Builders, Inc. FL$205.4M · 0.00%
Moss & Associates, LLC FL$191.2M · 0.15%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 592387450 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.