Plan Ledger DOL Form 5500 · updated monthly

Homestretch, Inc.401(k)

HOMESTRETCH, INC. 401(K) PLAN · NETTLETON, MS · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Homestretch, Inc. reported $14,239 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $1,632 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 0.21% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 161st-largest of 367 plans among Mississippi employers on file, and 8,374th of 13,661 in manufacturing. In 2024, employees put in $1.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,975,031
Participants with balances325
Active participants372
Employer contributions$607,231
Employee contributions$836,358
Employer contribution per active participant$1,632
Average account balance$33,769
Benefits paid to participants$915,066
Plan auditUnmodified (clean) audit opinion
AuditorNAIL MCKINNEY PROFESSIONAL ASSOC.
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 325 accts · $607K emplr
2023$9.2M · 298 accts · $512K emplr
2022$7.2M · 315 accts · $544K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,239
Total administrative$14,239
The Homestretch, Inc. 401(k) match · 2024
Employer contribution per active participant$1,632
Median for plans this size$2,416
2024$1,632 per active participant
2023$1,534 per active participant
2022$1,597 per active participant

Homestretch, Inc.'s 2024 employer contribution ran below the $2,416 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
EPIC RETIREMENT PLAN SERVICES, INC. · Recordkeeping · Loan processing$12,482

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$14,239 · 0.14%
2023$14,854 · 0.18%
2022$16,133 · 0.21%
Same employer
Similar plansManufacturing · Mississippi
Delta Industries, Inc. MS$15.0M · 0.74%
Unified Brands Inc. MS$14.8M · 0.19%
Franklin Corporation MS$12.6M · 0.02%
Glenn Machine Works, Inc. MS$10.4M · 0.91%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464196597 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.