Plan Ledger DOL Form 5500 · updated monthly

Home on the Range, Inc.401(k)

THE LIFE BY CHOCOLATE 401(K) PLAN · BERNALILLO, NM · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Home on the Range, Inc. reported $5,616 in plan administrative expenses for 2024: 0.16% of average plan assets, lower than ~75% of peers. Employer contributions averaged $855 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 0.08% to 0.16%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in New Mexico (204th of 290), and the 1,039th of 2,240 in accommodation & food services. In 2024, employees put in $1.55 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,902,630
Participants with balances320
Active participants239
Employer contributions$204,429
Employee contributions$316,711
Employer contribution per active participant$855
Average account balance$12,196
Benefits paid to participants$218,940
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$3.9M · 320 accts · $204K emplr
2022$2.4M · 63 accts · $69K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,616
Total administrative$5,616
The Home on the Range, Inc. 401(k) match · 2024
Employer contribution per active participant$855
Median for plans this size$1,313
2024$855 per active participant
2022$489 per active participant

Home on the Range, Inc.'s 2024 employer contribution ran below 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 · 20241
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$56,133

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

Administrative cost history2
2024$5,616 · 0.16%
2022$2,121 · 0.08%
Similar plansAccommodation & Food Services · New Mexico
Peter-Defries Corporation NM$21.2M · 0.53%
Endura Associates, Inc. NM$18.1M · 0.03%
Lfh Management, LLC NM$5.7M · 0.17%
Los Poblanos Lllp NM$3.3M · 0.25%
Blake's Lotaburger, LLC. NM$1.2M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850403164 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.