Plan Ledger DOL Form 5500 · updated monthly

Holmes US, a Partnership401(k)

HOLMES US, A PARTNERSHIP SALARY SAVINGS PLAN 401(K) · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Holmes US, a Partnership reported $294 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,568 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 0.004% to 0.003%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,201st of 9,483), and 7,695th of 11,654 in professional & technical services. In 2024, employees put in $5.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,981,045
Participants with balances127
Active participants102
Employer contributions$159,964
Employee contributions$844,449
Employer contribution per active participant$1,568
Average account balance$86,465
Benefits paid to participants$352,531
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 127 accts · $160K emplr
2023$8.8M · 133 accts · $150K emplr
2022$7.2M · 123 accts · $160K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$294
Total administrative$294
The Holmes US, a Partnership 401(k) match · 2024
Employer contribution per active participant$1,568
Median for plans this size$1,313
2024$1,568 per active participant
2023$1,378 per active participant
2022$1,566 per active participant

Holmes US, a Partnership's 2024 employer contribution ran above the $1,313 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$294
AMERIPRISE FINANCIAL SERVICES INCindirect 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$294 · 0.00%
2023$350 · 0.00%
2022$263 · 0.00%
Same employer
Similar plansProfessional & Technical Services · California
Saildrone, Inc. CA$11.1M · 0.08%
Rocket Lawyer Incorporated CA$11.0M · 0.61%
Public Counsel CA$11.0M · 0.23%
D2IQ, Inc. CA$11.0M · 0.17%
Medrio CA$11.0M · 0.08%
Quanta Computer USA, Inc. CA$10.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943380622 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.