Plan Ledger DOL Form 5500 · updated monthly

Total HR 401K Profit Sharing Plan401(k)

TOTAL HR 401K PROFIT SHARING PLAN · GREER, SC · plan year 2022

Reported admin expense ratio · 2022
1.02%

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

Total HR 401K Profit Sharing Plan reported $382,593 in plan administrative expenses for 2022: 1.02% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,539 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 140th-largest of 807 plans among South Carolina employers on file, and the 3,223rd of 11,654 in professional & technical services. In 2022, employees put in $2.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$41,257,579
Participants with balances1,945
Active participants1,332
Employer contributions$2,050,282
Employee contributions$4,555,500
Employer contribution per active participant$1,539
Average account balance$21,212
Benefits paid to participants$3,891,573
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$41.3M · 1,945 accts · $2.1M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$242,160
Investment management$140,433
Total administrative$382,593
The Total HR 401K Profit Sharing Plan 401(k) match · 2022
Employer contribution per active participant$1,539
Median for plans this size$2,266

Total HR 401K Profit Sharing Plan's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$382,593 · 1.02%
Similar plansProfessional & Technical Services · South Carolina
O'Neal, Inc. SC$45.5M · 0.08%
The Gel Group, Inc. SC$43.1M · 0.32%
Esp Associates, Inc. SC$42.1M · 0.23%
Atlas Technologies, Inc. SC$41.4M · 0.41%
Css LLC SC$40.0M · 0.30%
CORE4CE, LLC SC$39.8M · 0.44%
VC3, Inc. SC$33.4M · 0.61%
Davis & Floyd, Inc SC$32.3M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 571088358 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.