401k Record

Employers › Hirtle

Hirtle 401(k)

Recordkeeping fees per participant · Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan · plan year 2024

$18.06

Higher than 16% of the 5,847 plans $50 to 250M that report it.

Source

= $2,240 / 124
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250922111610NAL0005540784001, received 2025-09-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250922111610NAL0005540784001, received 2025-09-22

10th: $10.22median $69.9190th: $151.08

Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-22.

Cost and contributions

Administrative expenses excluding investment management, per participant

$18.06

10th: $16.21median $93.2090th: $246.84

Higher than 11% of the 8,758 plans $50 to 250M that report it.

Source

= $2,240 / 124
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250922111610NAL0005540784001, received 2025-09-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250922111610NAL0005540784001, received 2025-09-22

Administrative expenses per participant

$18.06

10th: $29.39median $132.8490th: $350.58

Higher than 6% of the 9,042 plans $50 to 250M that report it.

Source

= $2,240 / 124
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250922111610NAL0005540784001, received 2025-09-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250922111610NAL0005540784001, received 2025-09-22

Administrative expenses as a share of assets

0.004%

10th: 0.022%median 0.136%90th: 0.326%

Higher than 2% of the 9,049 plans $50 to 250M that report it.

Source

= $2,240 / $53,536,791
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250922111610NAL0005540784001, received 2025-09-22
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250922111610NAL0005540784001, received 2025-09-22

Employer contributions per participant

$7,714

10th: $965median $2,73890th: $8,164

Higher than 89% of the 9,105 plans $50 to 250M that report it.

Source

= $956,532 / 124
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250922111610NAL0005540784001, received 2025-09-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250922111610NAL0005540784001, received 2025-09-22

Employer share of total contributions

30.0%

10th: 15.6%median 29.5%90th: 50.6%

Higher than 52% of the 9,112 plans $50 to 250M that report it.

Source

= $956,532 / $3,190,997
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250922111610NAL0005540784001, received 2025-09-22
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250922111610NAL0005540784001, received 2025-09-22

Plan terms, as stated in Hirtle & Co., LLC's SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250922111610NAL0005540784001, received 2025-09-22

Full record, Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan

FieldValueSource
Plan sponsorHIRTLE, CALLAGHAN & CO., LLCForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250922111610NAL0005540784001, received 2025-09-22
Plan nameHIRTLE, CALLAGHAN & CO. LLC 401(K) PROFIT SHARING PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250922111610NAL0005540784001, received 2025-09-22
Sponsor EIN / plan number26-2821689 / 002Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250922111610NAL0005540784001, received 2025-09-22
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250922111610NAL0005540784001, received 2025-09-22
Sponsor locationWEST CONSHOHOCKEN, PAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250922111610NAL0005540784001, received 2025-09-22
Industry (business code)523900, Finance and insuranceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250922111610NAL0005540784001, received 2025-09-22
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250922111610NAL0005540784001, received 2025-09-22
Filing received2025-09-22Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250922111610NAL0005540784001, received 2025-09-22
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250922111610NAL0005540784001, received 2025-09-22
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250922111610NAL0005540784001, received 2025-09-22
Participants, beginning of year126Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250922111610NAL0005540784001, received 2025-09-22
Active participants92Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250922111610NAL0005540784001, received 2025-09-22
Participants, end of year127Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250922111610NAL0005540784001, received 2025-09-22
Participants with an account balance124Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250922111610NAL0005540784001, received 2025-09-22
Total assets, beginning of year$43,741,328Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250922111610NAL0005540784001, received 2025-09-22
Total assets, end of year$53,536,791Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250922111610NAL0005540784001, received 2025-09-22
Net assets, end of year$53,536,791Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250922111610NAL0005540784001, received 2025-09-22
Total income$10,405,163Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250922111610NAL0005540784001, received 2025-09-22
Net income$9,795,463Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250922111610NAL0005540784001, received 2025-09-22
Employer contributions$956,532Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250922111610NAL0005540784001, received 2025-09-22
Participant contributions$1,685,022Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250922111610NAL0005540784001, received 2025-09-22
Other contributions (incl. rollovers)$549,443Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250922111610NAL0005540784001, received 2025-09-22
Total contributions$3,190,997Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250922111610NAL0005540784001, received 2025-09-22
Benefit payments$607,090Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250922111610NAL0005540784001, received 2025-09-22
Total expenses (incl. benefit payments)$609,700Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250922111610NAL0005540784001, received 2025-09-22
Total administrative expenses$2,240Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250922111610NAL0005540784001, received 2025-09-22
Recordkeeping fees$2,240Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250922111610NAL0005540784001, received 2025-09-22
Administrative expenses excluding investment management$2,240derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250922111610NAL0005540784001, received 2025-09-22
Held in common/collective trusts$274,633Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250922111610NAL0005540784001, received 2025-09-22
Held in mutual funds$53,060,496Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250922111610NAL0005540784001, received 2025-09-22
Independent auditorGRANT THORNTON LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250922111610NAL0005540784001, received 2025-09-22

Position = column in the DOL layout for form year 2024. Filing 20250922111610NAL0005540784001, received 2025-09-22.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
ADP, INC.recordkeeperRECORD KEEPER 37 Participant loan processing; 50 Direct payment from the plan; 15 Recordkeeping and information management; 64 Recordkeeping fees $2,240yes
ADP BROKER-DEALERrecordkeeperRECORD KEEPER 60 Sub-transfer agency fees; 59 Shareholder servicing fees $0yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250922111610NAL0005540784001, received 2025-09-22.

What changed since the 2023 plan year

Figure20232024Change
Total assets$43,741,328$53,536,79122.4%
Participants with a balance1241240.0%
Administrative expenses$1,670$2,24034.1%
Recordkeeping fees per participant$13.47$18.0634.1%
Employer contributions$884,419$956,5328.2%

Prior filing 20240925053012NAL0008072419001, received 2024-09-25; the plan years are contiguous.

Alerts, claims and corrections

Alert me when this filing changes

One email when a new Form 5500 for Hirtle, Callaghan & Co. LLC 401(k) Profit Sharing Plan appears in the Department of Labor data. Confirmation link first; unsubscribe link in every email.

Claim this plan

For the sponsor or its plan administrator: request to verify or annotate this page. A work email address at the sponsor speeds up verification.

Report a correction

Every figure is reproduced from the filing with its source. Tell us which figure and what the filing says instead.

Sponsor name as filed: HIRTLE, CALLAGHAN & CO., LLC; SEC registrant: Hirtle & Co., LLC (CIK 1360710, matched by EIN).