Plan Ledger DOL Form 5500 · updated monthly

The Hillman Group, Inc.401(k)

THE HILLMAN GROUP, INC. RETIREMENT SAVINGS AND PROFIT SHARING PLAN · CINCINNATI, OH · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

The Hillman Group, Inc. reported $257,856 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $1,232 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 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 217th-largest of 3,295 plans among Ohio employers on file, and the 254th of 4,246 in wholesale trade. In 2024, employees put in $2.99 for every $1.00 the employer contributed; active participation has grown from 3,230 to 3,573 since 2022.

Plan summary
Net assets, end of year$191,000,607
Participants with balances3,968
Active participants3,573
Employer contributions$4,401,886
Employee contributions$13,140,451
Employer contribution per active participant$1,232
Average account balance$48,135
Benefits paid to participants$20,951,239
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$191.0M · 3,968 accts · $4.4M emplr
2023$167.4M · 3,700 accts · $3.9M emplr
2022$139.1M · 3,762 accts · $3.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$257,856
Total administrative$257,856
The The Hillman Group, Inc. 401(k) match · 2024
Employer contribution per active participant$1,232
Median for plans this size$3,635
2024$1,232 per active participant
2023$1,302 per active participant
2022$1,111 per active participant

The Hillman Group, Inc.'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$257,856

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$257,856 · 0.14%
2023$238,561 · 0.16%
2022$146,490 · 0.10%
Same employer
Similar plansWholesale Trade · Ohio
The Andersons, Inc. OH$368.4M · 0.10%
Covetrus, Inc. OH$289.6M · 0.13%
Dealer Tire LLC OH$274.7M · 0.16%
Reladyne LLC OH$173.0M · 0.21%
Park-Ohio Industries, Inc. OH$167.9M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311623179 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.