Plan Ledger DOL Form 5500 · updated monthly

Hms Holdings LLC401(k)

HENDRICK MOTORSPORTS, LLC 401(K) PLAN · CHARLOTTE, NC · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Hms Holdings LLC reported $147,372 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $2,645 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 fell from 0.13% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 165th-largest of 2,005 plans among North Carolina employers on file, and the 76th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $4.22 for every $1.00 the employer contributed; active participation has grown from 561 to 652 since 2022.

Plan summary
Net assets, end of year$128,104,809
Participants with balances778
Active participants652
Employer contributions$1,724,733
Employee contributions$7,275,637
Employer contribution per active participant$2,645
Average account balance$164,659
Benefits paid to participants$8,898,942
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$128.1M · 778 accts · $1.7M emplr
2023$112.6M · 728 accts · $1.6M emplr
2022$99.1M · 699 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,728
Investment management$74,980
Total administrative$147,372
The Hms Holdings LLC 401(k) match · 2024
Employer contribution per active participant$2,645
Median for plans this size$3,635
2024$2,645 per active participant
2023$2,682 per active participant
2022$2,788 per active participant

Hms Holdings LLC's 2024 employer contribution ran below the $3,635 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$75,253
MMA SECURITIES LLC · Investment advisory (plan)$74,980

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$147,372 · 0.12%
2023$144,774 · 0.14%
2022$144,160 · 0.13%
Similar plansArts, Entertainment & Recreation · North Carolina
Cache Creek Casino Resort CA$127.1M · 0.07%
Topgolf International, Inc. TX$126.3M · 0.10%
Resorts World Las Vegas, LLC NY$123.7M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611432963 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.