Plan Ledger DOL Form 5500 · updated monthly

Anacacho, Inc. dba Whole Earth Provision Co.401(k)

WHOLE EARTH PROVISION CO. 401(K) PLAN · AUSTIN, TX · plan year 2023

Reported admin expense ratio · 2023
0.04%

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

Anacacho, Inc. dba Whole Earth Provision Co. reported $2,120 in plan administrative expenses for 2023: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $672 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.

Across the 1 year on file its reported administrative ratio rose from 0.01% to 0.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (4,049th of 5,688), and 3,767th of 5,215 in retail trade. In 2023, employees put in $1.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,994,614
Participants with balances99
Active participants119
Employer contributions$79,937
Employee contributions$119,286
Employer contribution per active participant$672
Average account balance$50,451
Benefits paid to participants$1,096,290
Plan auditUnmodified (clean) audit opinion
AuditorSEIDEL SCHROEDER
Plan history2
Yearassets · accounts · employer contribution
2023$5.0M · 99 accts · $80K emplr
2022$4.7M · 131 accts · $75K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,120
Total administrative$2,120
The Anacacho, Inc. dba Whole Earth Provision Co. 401(k) match · 2023
Employer contribution per active participant$672
Median for plans this size$1,308
2023$672 per active participant
2022$665 per active participant

Anacacho, Inc. dba Whole Earth Provision Co.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$2,120 · 0.04%
2022$425 · 0.01%
Similar plansRetail Trade · Texas
El Dorado Motors, Inc. TX$5.1M · 0.83%
Boardwalk Auto Group LLC TX$5.1M · 0.06%
M & D Supply, Inc. TX$5.1M · 0.14%
Street Toyota, Inc. TX$5.0M · 0.55%
Caroffer, LLC TX$5.0M · 0.42%
Tecovas, Inc. TX$5.0M · 0.98%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741942615 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.