Plan Ledger DOL Form 5500 · updated monthly

Homemakers Plaza, Inc.401(k)

HOMEMAKERS PLAZA INC. 401K PLAN · URBANDALE, IA · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Homemakers Plaza, Inc. reported $56,250 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $1,242 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 0.19% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Iowa (455th of 878), and the 1,728th of 5,215 in retail trade. In 2024, employees put in $2.33 for every $1.00 the employer contributed; active participation has grown from 289 to 320 since 2022.

Plan summary
Net assets, end of year$16,810,011
Participants with balances440
Active participants320
Employer contributions$397,367
Employee contributions$925,072
Employer contribution per active participant$1,242
Average account balance$38,205
Benefits paid to participants$1,339,751
Plan auditUnmodified (clean) audit opinion
AuditorDENMAN & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$16.8M · 440 accts · $397K emplr
2023$14.5M · 521 accts · $381K emplr
2022$11.7M · 451 accts · $320K emplr
Administrative expenses, itemized · 2024
Investment management$36,250
Total administrative$56,250
The Homemakers Plaza, Inc. 401(k) match · 2024
Employer contribution per active participant$1,242
Median for plans this size$2,416
2024$1,242 per active participant
2023$1,252 per active participant
2022$1,107 per active participant

Homemakers Plaza, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20243
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$36,250
DENMAN & COMPANY LLP$20,000

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$56,250 · 0.36%
2023$31,623 · 0.24%
2022$24,079 · 0.19%
Same employer
Similar plansRetail Trade · Iowa
Hartig Drug Company IA$19.9M · 0.43%
Onerorx, Inc. IA$18.4M · 0.54%
Theisen Supply, Inc. IA$17.9M · 0.33%
West Music Co., Inc. IA$16.7M · 0.45%
Bob Brown Chevrolet, Inc. IA$16.6M · 0.41%
Beisser's, Inc. IA$16.5M · 0.55%
Dan Deery Motor Co. IA$15.9M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954830456 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.