Plan Ledger DOL Form 5500 · updated monthly

Hinkle Holding Co., LLC401(k)

HINKLE HOLDING COMPANY LLC AND SUBSIDIARIES 401(K) PLAN · PARIS, KY · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Hinkle Holding Co., LLC reported $12,650 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,724 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 3 years on file its reported administrative ratio has held roughly steady near 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 406th-largest of 871 plans among Kentucky employers on file, and 514th of 786 in management of companies. In 2024, the employer put in $1.66 for every $1.00 employees contributed themselves; active participation has grown from 202 to 240 since 2022.

Plan summary
Net assets, end of year$13,090,985
Participants with balances202
Active participants240
Employer contributions$1,133,676
Employee contributions$683,499
Employer contribution per active participant$4,724
Average account balance$64,807
Benefits paid to participants$2,507,590
Plan auditUnmodified (clean) audit opinion
AuditorBALDWIN CPAS, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$13.1M · 202 accts · $1.1M emplr
2023$12.4M · 228 accts · $1.0M emplr
2022$10.7M · 244 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,650
Total administrative$12,650
The Hinkle Holding Co., LLC 401(k) match · 2024
Employer contribution per active participant$4,724
Median for plans this size$2,416
2024$4,724 per active participant
2023$4,824 per active participant
2022$6,198 per active participant

Hinkle Holding Co., 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 · 20243
RAYMOND JAMES FINANCIAL SERVICESindirect comp
ERAS, LLC · Other servicesindirect comp

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

Administrative cost history3
2024$12,650 · 0.10%
2023$12,250 · 0.11%
2022$10,599 · 0.09%
Same employer
Similar plansManagement of Companies · Kentucky
Argi Holdings, Inc. KY$37.9M · 0.48%
Monticello Bankshares, Inc. KY$15.7M · 0.02%
Harper Industries Inc. KY$5.4M · 0.04%
Ecofibre USA, Inc. KY$1.7M · 1.60%
Pj Holdings Ky, LLC KY$806K · 0.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010941577 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.