Plan Ledger DOL Form 5500 · updated monthly

Holmes Stamp Company, Inc.401(k)

HC BRANDS 401(K) PLAN · JACKSONVILLE, FL · plan year 2022

Reported admin expense ratio · 2022
0.42%

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

Holmes Stamp Company, Inc. reported $878 in plan administrative expenses for 2022: 0.42% of average plan assets, below the peer median. Employer contributions averaged $658 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Florida (3,577th of 3,644), and 5,139th of 5,215 in retail trade. In 2022, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$210,517
Participants with balances34
Active participants108
Employer contributions$71,014
Employee contributions$137,151
Employer contribution per active participant$658
Average account balance$6,192
Benefits paid to participants$11,934
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$878
Total administrative$878
The Holmes Stamp Company, Inc. 401(k) match · 2022
Employer contribution per active participant$658
Median for plans this size$331

Holmes Stamp Company, Inc.'s 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$878 · 0.42%
Similar plansRetail Trade · Florida
Mortons Gourmet, Inc. FL$314K · 0.45%
Mattrob, Inc FL$172K · 2.47%
New Sgc LLC FL$147K · 1.06%
Crossville Bnrv Sales LLC FL$128K · 3.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591208640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.