HR, Inc. DBA Simple HR 401(k) match, vesting and fees
What HR, Inc. DBA Simple HR's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Financial Life Ins Co | Schedule C ↗ |
| Independent auditor | Warren Averett, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| HR, Inc. DBA Simple HR: employer contribution per participant | $1,752 | |
| Peer median | $2,600 |
| HR, Inc. DBA Simple HR: average balance | $39,786 | |
| Peer median | $84,124 |
| HR, Inc. DBA Simple HR: admin expenses ÷ assets | 0.31% | |
| Peer median | 0.17% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $29M at the end of plan year 2023 to $26.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,643 | $26.5M | $1.2M | $1,752 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 1,654 | $29M | $1.4M | $1,883 | 0.40% | Not published | Form 5500 ↗ |
Other HR, Inc. DBA Simple HR plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
HR, Inc. DBA Simple HR 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Financial Life Ins Co | Schedule C ↗ |
| Independent auditor | Warren Averett, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does HR, Inc. DBA Simple HR match 401(k) contributions?
The match terms for the HR, Inc. DBA Simple HR 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $1.2M in employer contributions, about $1,752 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the HR, Inc. DBA Simple HR 401(k) match vested?
The vesting schedule for the HR, Inc. DBA Simple HR 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the HR, Inc. DBA Simple HR 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Financial Life Ins Co. The plan administrator is HR, Inc. DBA Simple HR.
I left HR, Inc. DBA Simple HR. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (HR, Inc. DBA Simple HR, (850) 650-9935) or the recordkeeper, Transamerica Financial Life Ins Co. The HR, Inc. DBA Simple HR old 401(k) page lists the contacts from every plan filing. Find an old HR, Inc. DBA Simple HR 401(k)
Data from the public Form 5500 annual reports HR, Inc. DBA Simple HR filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with HR, Inc. DBA Simple HR. Not financial advice. Report a correction · Methodology