Plan Ledger DOL Form 5500 · updated monthly

Hawthorne Fbo Holdings, LLC401(k)

HAWTHORNE HOLDINGS 401(K) PLAN · HOUSTON, TX · plan year 2022

Reported admin expense ratio · 2022
0.05%

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

Hawthorne Fbo Holdings, LLC reported $5,686 in plan administrative expenses for 2022: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $870 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 0.05% to 1.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Texas (3,037th of 5,688), and the 1,145th of 2,677 in transportation & warehousing. In 2022, employees put in $5.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,192,808
Participants with balances287
Active participants186
Employer contributions$161,764
Employee contributions$901,280
Employer contribution per active participant$870
Average account balance$35,515
Benefits paid to participants$1,119,878
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.3M · 264 accts · $94K emplr
2023$9.1M · 298 accts · $156K emplr
2022$10.2M · 287 accts · $162K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$5,686
Total administrative$5,686
The Hawthorne Fbo Holdings, LLC 401(k) match · 2022
Employer contribution per active participant$870
Median for plans this size$2,266
2024$743 per active participant
2023$849 per active participant
2022$870 per active participant

Hawthorne Fbo Holdings, LLC's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024ADP
2023ADP

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Administrative cost history3
2024$83,899 · 1.09%
2023$41,406 · 0.43%
2022$5,686 · 0.05%
Same employer
Similar plansTransportation & Warehousing · Texas
Berry Aviation, Inc. TX$11.1M · 0.32%
Pate Trucking Company, LLC TX$10.5M · 0.78%
Hoyer Global USA Inc TX$10.3M · 0.42%
Rcl Wiring L.P. TX$10.0M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273979983 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.