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Department of Labor filing

HAUSER & WIRTH, INC.

HAUSER & WIRTH, INC. 401(K) AND PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

96filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$6,735

Reported employer contributions per active participant.

Higher than about 95% of comparable plans
#People in the filing
162

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$6 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 97% of comparable plans
↗Investment performance
Not available

Plan assets changed 34.7%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202496out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions95th percentileTypical peer $1,523 · based on 144 comparable plans
Lower reported administrative expense97th percentileTypical peer $144 · based on 146 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, HAUSER & WIRTH, INC. reported $1,091,121 in employer contributions across the plan and 162 active participants. That works out to $6,735 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy60%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 30.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 98.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context96/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$1,091,121
Participant contributions
$1,299,699
Other contributions
$101,490
Employer share of reported contributions
45.6%
Beginning assets
$11,830,719
Ending assets
$15,938,155
Ending net assets
$15,938,155
Ending liabilities
$0
Total income
$4,334,421
Total expenses
$226,985
Administrative expenses
$1,475
Participant loans
$17,432

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$5,179
2023
$5,571
2024
$6,735
Plan-paid administrative expenses per participant
2022
$384
2023
$4
2024
$6
Active participants
2022
116
2023
148
2024
162
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$6,73516215.9M20251015122251NAL0009195458001
2023$5,57114811.8M20241015181252NAL0017024691001
2022$5,1791168.6M20231016220039NAL0025998291001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.1%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
800147318-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2013
Industry
Industry group 453
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2S2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN CENTURY INVESTMENT SERVICE2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
DIMENSIONAL FUND ADVISORS2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
GOLDMAN SACHS2024Not reportedunknown
INVESCO2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
JANUS DISTRIBUTORS, LLC2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
NUVEEN INVESTMENTS2024Not reportedunknown
PRINCIPAL FUNDS DISTRIBUTOR, INC.2024Not reportedunknown
STATE STREET GLOBAL MARKETS2024Not reportedunknown
T. ROWE PRICE2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

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Filing ACK_ID20251015122251NAL0009195458001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗