Plan Ledger DOL Form 5500 · updated monthly

William a. Hazel, Inc.401(k)

WILLIAM A. HAZEL, INC. 401(K) INCENTIVE AND SAVINGS PLAN · CHANTILLY, VA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

William a. Hazel, Inc. reported $24,870 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,230 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 0.04% to 0.03%. 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 299th-largest of 2,266 plans among Virginia employers on file, and the 653rd of 5,337 in construction. In 2024, employees put in $4.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$93,050,956
Participants with balances657
Active participants610
Employer contributions$750,033
Employee contributions$3,059,282
Employer contribution per active participant$1,230
Average account balance$141,630
Benefits paid to participants$5,333,048
Plan auditUnmodified (clean) audit opinion
AuditorTHOMPSON GREENSPON
Plan history3
Yearassets · accounts · employer contribution
2024$93.1M · 657 accts · $750K emplr
2023$78.5M · 734 accts · $570K emplr
2022$66.6M · 720 accts · $544K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,710
Investment management$9,160
Total administrative$24,870
The William a. Hazel, Inc. 401(k) match · 2024
Employer contribution per active participant$1,230
Median for plans this size$3,635
2024$1,230 per active participant
2023$984 per active participant
2022$875 per active participant

William a. Hazel, 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$15,760
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$9,160

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$24,870 · 0.03%
2023$24,750 · 0.03%
2022$28,354 · 0.04%
Same employer
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Crc Companies L.L.C. VA$131.6M · 0.02%
The Branch Group Inc VA$121.7M · 0.12%
Stanley Martin Homes, LLC VA$113.6M · 0.16%
Crc Companies L.L.C. VA$91.6M · 0.00%
L F Jennings Inc. VA$86.0M · 0.17%
Southern Air Inc. VA$70.2M · 0.12%
Damuth Services, Inc. VA$64.8M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540753932 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.