Plan Ledger DOL Form 5500 · updated monthly

Haydon Holdings, LLC401(k)

HAYDON HOLDINGS, LLC AND SUBSIDIARIES PROFIT SHARING PLAN · BARDSTOWN, KY · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Haydon Holdings, LLC reported $85,254 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $5,566 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 0.32% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 252nd-largest of 871 plans among Kentucky employers on file, and the 279th of 612 in mining, oil & gas extraction. In 2024, the employer put in $1.01 for every $1.00 employees contributed themselves; active participation has shrunk from 232 to 195 since 2022.

Plan summary
Net assets, end of year$24,202,287
Participants with balances239
Active participants195
Employer contributions$1,085,302
Employee contributions$1,073,110
Employer contribution per active participant$5,566
Average account balance$101,265
Benefits paid to participants$2,511,767
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.2M · 239 accts · $1.1M emplr
2023$21.3M · 259 accts · $982K emplr
2022$17.8M · 269 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,123
Investment management$61,131
Total administrative$85,254
The Haydon Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$5,566
Median for plans this size$2,416
2024$5,566 per active participant
2023$5,115 per active participant
2022$5,243 per active participant

Haydon Holdings, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$24,123
EDWARD D JONES & COMPANY · Investment advisory (plan)$56,592

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$85,254 · 0.37%
2023$75,108 · 0.38%
2022$63,890 · 0.32%
Similar plansMining, Oil & Gas Extraction · Kentucky
Blackhawk Mining, LLC KY$119.4M · 0.21%
Iron Senergy, LLC KY$40.8M · 0.04%
Ramaco Resources, Inc. KY$38.6M · 1.12%
Minova USA Inc. KY$19.4M · 0.39%
Phoenix Coal Holdings, LLC KY$11.8M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061662614 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.