Plan Ledger DOL Form 5500 · updated monthly

Home Run, Inc.401(k)

THE HOME RUN, INC. RETIREMENT PLAN AND TRUST · XENIA, OH · 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 Run, Inc. reported $10,525 in plan administrative expenses for 2024: 0.16% of average plan assets, lower than ~75% of peers. Employer contributions averaged $488 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 3 years on file its reported administrative ratio has held roughly steady near 0.16%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Ohio (2,313th of 3,295), and 1,404th of 2,677 in transportation & warehousing. In 2024, employees put in $3.71 for every $1.00 the employer contributed; active participation has shrunk from 198 to 169 since 2022.

Plan summary
Net assets, end of year$6,938,748
Participants with balances96
Active participants169
Employer contributions$82,433
Employee contributions$305,507
Employer contribution per active participant$488
Average account balance$72,279
Benefits paid to participants$742,704
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.9M · 96 accts · $82K emplr
2023$6.4M · 114 accts
2022$5.3M · 117 accts · $84K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,525
Total administrative$10,525
The Home Run, Inc. 401(k) match · 2024
Employer contribution per active participant$488
Median for plans this size$1,313
2024$488 per active participant
2022$426 per active participant

Home Run, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
ASCENSUS HOLDINGS INC., FUTUREPLAN · Contract administrator$2,742
EMPOWER ADVISORY GROUP, LLC · Investment management$1,909
WELLS FARGO CLEARING SERVICES LLCindirect 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$10,525 · 0.16%
2023$10,423 · 0.18%
2022$9,561 · 0.15%
Same employer
Similar plansTransportation & Warehousing · Ohio
Bulk Transit Corporation OH$7.8M · 0.76%
Bestway Motor Lines, Inc. OH$7.1M · 0.90%
Odw Lts, LLC OH$6.8M · 0.80%
Cdc Distributors, Inc. OH$6.7M · 0.97%
Ease Logistics OH$6.1M · 0.70%
M.C. Tank Transport, Inc. OH$5.8M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 310825101 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.