Plan Ledger DOL Form 5500 · updated monthly

Triple Hs, Incorporated401(k)

H.T. HARVEY & ASSOCIATES 401(K) PLAN · LOS GATOS, CA · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Triple Hs, Incorporated reported $77,530 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. Employer contributions averaged $3,730 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 fell from 0.32% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,871st-largest of 9,483 plans among California employers on file, and the 4,438th of 11,654 in professional & technical services. In 2024, employees put in $3.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,477,230
Participants with balances126
Active participants88
Employer contributions$328,279
Employee contributions$1,071,182
Employer contribution per active participant$3,730
Average account balance$218,073
Benefits paid to participants$2,970,925
Plan auditUnmodified (clean) audit opinion
AuditorABBOTT, STRINGHAM & LYNCH
Plan history3
Yearassets · accounts · employer contribution
2024$27.5M · 126 accts · $328K emplr
2023$25.5M · 122 accts · $337K emplr
2022$20.7M · 119 accts · $332K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,135
Investment management$53,298
Total administrative$77,530
The Triple Hs, Incorporated 401(k) match · 2024
Employer contribution per active participant$3,730
Median for plans this size$2,416
2024$3,730 per active participant
2023$3,660 per active participant
2022$3,947 per active participant

Triple Hs, Incorporated's 2024 employer contribution ran above 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 · 20244
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$30,012
EMPOWER ADVISORY GROUP, LLC · Investment management$23,286
THE LIBERTY COMPANY INSURANCE BROKE · Consulting$19,097

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$77,530 · 0.29%
2023$73,034 · 0.32%
2022$73,208 · 0.32%
Similar plansProfessional & Technical Services · California
Moveworks Inc. CA$27.6M · 0.15%
Supplyframe, Inc. CA$27.5M · 0.53%
Study.com, LLC CA$27.5M · 0.01%
Corelight, Inc. CA$27.5M · 0.00%
Moloco, Inc. CA$27.4M · 0.35%
Leighton Group, Inc. CA$27.4M · 0.36%
Placeworks, Inc. CA$27.4M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942204955 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.