Plan Ledger DOL Form 5500 · updated monthly

Alpha Furniture LLC dba Home Zone Furniture401(k)

HOME ZONE FURNITURE 401(K) PLAN · MIDLOTHIAN, TX · plan year 2024

Reported admin expense ratio · 2024
1.16%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Alpha Furniture LLC dba Home Zone Furniture reported $9,387 in plan administrative expenses for 2024: 1.16% of average plan assets, above the peer median. Employer contributions averaged $702 per active participant. 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (5,330th of 5,688), and 4,996th of 5,215 in retail trade. In 2024, employees put in $2.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$809,955
Participants with balances188
Active participants370
Employer contributions$259,785
Employee contributions$548,912
Employer contribution per active participant$702
Average account balance$4,308
Benefits paid to participants$31,049
Plan auditUnmodified (clean) audit opinion
AuditorPSK LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,387
Total administrative$9,387
The Alpha Furniture LLC dba Home Zone Furniture 401(k) match · 2024
Employer contribution per active participant$702
Median for plans this size$540

Alpha Furniture LLC dba Home Zone Furniture's 2024 employer contribution ran above the $540 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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 · 20241

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$9,387 · 1.16%
Same employer
Similar plansRetail Trade · Texas
Lori's Gifts, Inc. TX$950K · 1.47%
R & S Dairy Queens, Inc. TX$918K · 0.07%
J&D Produce, Inc. TX$802K · 0.69%
Finnegan Auto, LP TX$798K · 2.14%
Hard Way Inc TX$782K · 1.99%
Chaparral Insulation Co. TX$732K · 0.36%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 261499850 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.