Plan Ledger DOL Form 5500 · updated monthly

Half Price Books Records Magazines Inc.401(k)

HALF PRICE BOOKS 401(K) PROFIT SHARING PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Half Price Books Records Magazines Inc. reported $127,353 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $1,105 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 2 years on file its reported administrative ratio rose from 0.11% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 578th-largest of 5,688 plans among Texas employers on file, and the 335th of 5,215 in retail trade. In 2024, employees put in $1.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$115,358,893
Participants with balances2,093
Active participants1,880
Employer contributions$2,076,511
Employee contributions$2,780,557
Employer contribution per active participant$1,105
Average account balance$55,117
Benefits paid to participants$6,407,667
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$115.4M · 2,093 accts · $2.1M emplr
2023$102.4M · 1,981 accts · $2.0M emplr
2022$89.1M · 1,818 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$127,353
Total administrative$127,353
The Half Price Books Records Magazines Inc. 401(k) match · 2024
Employer contribution per active participant$1,105
Median for plans this size$3,635
2024$1,105 per active participant
2023$1,073 per active participant
2022$954 per active participant

Half Price Books Records Magazines Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. 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
MILLIMAN, INC. · Recordkeeping · Pension consulting$127,353

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

Recordkeeper by year2
2024Milliman
2023Milliman

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$127,353 · 0.12%
2023$98,428 · 0.10%
2022$103,244 · 0.11%
Same employer
Similar plansRetail Trade · Texas
James Avery Craftsman, Inc. TX$144.9M · 0.04%
Bruckner Truck Sales, Inc. TX$122.5M · 0.17%
Rs Americas, Inc. TX$110.4M · 0.08%
Fiesta Mart, L.L.C. TX$100.2M · 0.11%
McCoy Corporation TX$98.2M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751465922 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.