Plan Ledger DOL Form 5500 · updated monthly

William Hezmalhalch Architects, Inc.401(k)

WHA, INC. 401(K) RETIREMENT SAVINGS PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.31%

William Hezmalhalch Architects, Inc. reported $27,518 in plan administrative expenses for 2024: 0.31% of average plan assets, below the peer median. 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 0.29% to 0.31%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,555th of 9,483), and 8,101st of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$9,641,074
Participants with balances128
Active participants104
Employer contributions—
Employee contributions$879,636
Employer contribution per active participant—
Average account balance$75,321
Benefits paid to participants$572,649
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.6M · 128 accts
2023$8.2M · 124 accts
2022$7.3M · 123 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,518
Total administrative$27,518
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
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$250
MERRILL LYNCH · Investment advisory (participants)$26,768

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$27,518 · 0.31%
2023$23,335 · 0.30%
2022$22,255 · 0.29%
Same employer
Similar plansProfessional & Technical Services · California
Hawk Acquisition, Inc. CA$9.7M · 0.00%
Host Healthcare, Inc. CA$9.7M · 1.04%
Gspann Technologies, Inc. CA$9.6M · 0.01%
Digital Arbitrage, Inc. CA$9.6M · 0.50%
Trove Recommerce, Inc. CA$9.6M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330173994 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.