Plan Ledger DOL Form 5500 · updated monthly

The Hunton Group401(k)

HUNTON GROUP PROFIT SHARING PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

The Hunton Group reported $80,572 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $1,350 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 3 years on file its reported administrative ratio has held roughly steady near 0.176%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,059th-largest of 5,688 plans among Texas employers on file, and the 831st of 4,246 in wholesale trade. In 2024, employees put in $6.34 for every $1.00 the employer contributed; active participation has grown from 443 to 552 since 2022.

Plan summary
Net assets, end of year$49,632,032
Participants with balances640
Active participants552
Employer contributions$745,161
Employee contributions$4,721,209
Employer contribution per active participant$1,350
Average account balance$77,550
Benefits paid to participants$3,067,207
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$49.6M · 640 accts · $745K emplr
2023$41.8M · 599 accts · $662K emplr
2022$35.0M · 561 accts · $623K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,572
Total administrative$80,572
The The Hunton Group 401(k) match · 2024
Employer contribution per active participant$1,350
Median for plans this size$2,416
2024$1,350 per active participant
2023$1,370 per active participant
2022$1,407 per active participant

The Hunton Group's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
JOHN HANCOCK RETIREMENT PLAN SRVCS · Recordkeeping · Loan processing$80,572

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$80,572 · 0.18%
2023$65,573 · 0.17%
2022$66,052 · 0.18%
Same employer
Similar plansWholesale Trade · Texas
Refined Technologies, Inc. TX$53.9M · 0.26%
Tauber Oil Company TX$52.5M · 0.05%
Continental Battery Company TX$51.7M · 0.25%
Affiliated Foods, Inc. TX$50.4M · 0.51%
Ia American Warranty, LP TX$49.2M · 0.52%
Ccs Medical TX$46.5M · 0.31%
Eoc Holdings. LLC TX$45.5M · 0.13%
The Gambrinus Company TX$45.1M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222195148 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.