Plan Ledger DOL Form 5500 · updated monthly

History Maker Homes401(k)

HMH LIFESTYLES L.P. 401(K) PLAN · GRAPEVINE, TX · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

History Maker Homes reported $53,685 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,871 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 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 2,781st-largest of 5,688 plans among Texas employers on file, and 2,803rd of 5,337 in construction. In 2024, employees put in $2.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,053,344
Participants with balances324
Active participants196
Employer contributions$562,681
Employee contributions$1,467,638
Employer contribution per active participant$2,871
Average account balance$37,202
Benefits paid to participants$2,483,065
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.1M · 324 accts · $563K emplr
2023$11.1M · 244 accts · $529K emplr
2022$9.8M · 269 accts · $583K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,905
Investment management$22,780
Total administrative$53,685
The History Maker Homes 401(k) match · 2024
Employer contribution per active participant$2,871
Median for plans this size$2,416
2024$2,871 per active participant
2023$2,786 per active participant
2022$3,007 per active participant

History Maker Homes's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
VPAG LLC DBA VISIONPOINT ADVISORY G · Investment advisory (plan)$22,780

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$53,685 · 0.46%
2023$48,024 · 0.46%
2022$30,862 · 0.32%
Same employer
Similar plansConstruction · Texas
Phillips/May Corporation TX$12.5M · 0.02%
Russell Marine LLC TX$12.1M · 0.49%
Graco Interests, Inc. TX$12.0M · 0.15%
Scott Felder Homes LLC TX$11.7M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200500170 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.