H&L PARTNERS 401(K) PROFIT SHARING

Plan Overview & Key Metrics

H&L PARTNERS 401(K) PROFIT SHARING is a defined contribution retirement plan offered by HOFFMAN/LEWIS DBA H&L PARTNERS. Below is a snapshot of the plan’s financial health, participant activity, and employer generosity based on publicly filed data. Use these metrics to benchmark your own contributions and see how this plan compares to peers.

H&L PARTNERS 401(K) PROFIT SHARING Total Retirement Plan Assets

At the end of 2024, the total retirement plan assets of H&L PARTNERS 401(K) PROFIT SHARING is $22,133,435.00.This plan was established in 1985.

H&L PARTNERS 401(K) PROFIT SHARING Total Number of Retirement Plan Participants

At the end of 2024, the total number of retirement plan participants in H&L PARTNERS 401(K) PROFIT SHARING is 216

H&L PARTNERS 401(K) PROFIT SHARING Average Participant Retirement Account Value

In 2024, the average participant retirement account value for H&L PARTNERS 401(K) PROFIT SHARING is $102,469.00

H&L PARTNERS 401(K) PROFIT SHARING Estimated Average Employee Contribution Amount

In 2024, the estimated average employee contribution amount per participant for H&L PARTNERS 401(K) PROFIT SHARING is $8,443.00.

H&L PARTNERS 401(K) PROFIT SHARING Estimated Average Employer Match

In 2024, the estimated average employer match for an employee in H&L PARTNERS 401(K) PROFIT SHARING is approximately $673.00
Investing in this additonal $673.00 for 20 years would give you extra $43,086.00, assuming a 10% annual return.

H&L PARTNERS 401(K) PROFIT SHARING Total Employer Contribution and Match Rate

In 2024, H&L PARTNERS 401(K) PROFIT SHARING allocates $145,417.00 to match its employees’ contributions, providing an employer match rate of 10.38% of their contributions

H&L PARTNERS 401(K) PROFIT SHARING Total Retirement Plan Asset Growth Rate

In 2024, the total retirement plan asset growth rate of H&L PARTNERS 401(K) PROFIT SHARING is 23.16%.

H&L PARTNERS 401(K) PROFIT SHARING Estimated Aggregate Retirement Account Investment Gain/Loss

In 2024, the estimated aggregate retirement account investment gain/loss for H&L PARTNERS 401(K) PROFIT SHARING is 13.90%. This measures the effectiveness of the plan participants’ investments in the year.

H&L PARTNERS 401(K) PROFIT SHARING Expense Ratio

In 2024, the investment and administrative expense ratio of H&L PARTNERS 401(K) PROFIT SHARING is 0.28%.

* Data are from public filings.

Plan Administrator & Contact

Need to reach the plan administrator, update beneficiaries, or request a distribution? Use the contact details below. If the plan uses an external recordkeeper (such as Fidelity, Vanguard, or Empower), their portal is typically the fastest way to manage your account day to day.

Please log in to view contact information.

Enrollment & Brokerage Features

The following features describe how H&L PARTNERS 401(K) PROFIT SHARING handles enrollment, default investments, and access to self-directed brokerage windows. Plans that offer auto-enrollment tend to have higher participation rates, and a brokerage window can give you access to investments beyond the plan’s core lineup.

H&L PARTNERS 401(K) PROFIT SHARING has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.

What Should You Do Next?

Your 401(k) is likely your single largest wealth-building tool. Here is how to make the most of H&L PARTNERS 401(K) PROFIT SHARING:

  1. Contribute enough to capture the full employer match. This is free money — see the match details on the Contribution & Match page.
  2. Review your investment allocation. Make sure your mix of stocks, bonds, and other assets matches your age and risk tolerance. Check available investment options.
  3. Keep your beneficiary designations current. Life events (marriage, divorce, children) mean your beneficiary form may need updating.
  4. Increase contributions over time. Even a 1% annual bump can add tens of thousands to your retirement balance over a career.

Use our 401(k) Savings Calculator to project how your current contribution rate translates into retirement wealth, or try the Asset Allocation Calculator to find an allocation that fits your risk profile.

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