Plan Ledger DOL Form 5500 · updated monthly

Homestyle Direct LLC401(k)

FORUS 401(K) · TWIN FALLS, ID · plan year 2024

Reported admin expense ratio · 2024
1.03%

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

Homestyle Direct LLC reported $5,064 in plan administrative expenses for 2024: 1.03% of average plan assets, above the peer median. Employer contributions averaged $1,793 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 1 year on file its reported administrative ratio rose from 0.38% to 1.03%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Idaho (328th of 349), and 1,808th of 2,240 in accommodation & food services. In 2024, employees put in $1.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$770,759
Participants with balances139
Active participants125
Employer contributions$224,176
Employee contributions$298,569
Employer contribution per active participant$1,793
Average account balance$5,545
Benefits paid to participants$44,022
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$771K · 139 accts · $224K emplr
2023$210K · 102 accts · $92K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,064
Total administrative$5,064
The Homestyle Direct LLC 401(k) match · 2024
Employer contribution per active participant$1,793
Median for plans this size$540
2024$1,793 per active participant
2023$862 per active participant

Homestyle Direct LLC's 2024 employer contribution ran above the $540 median for plans its size, placing it in the top 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.

Administrative cost history2
2024$5,064 · 1.03%
2023$803 · 0.38%
Similar plansAccommodation & Food Services · Idaho
Happy Day Corporation ID$1.2M · 1.67%
Greek House Chefs IA$776K · 0.28%
Kirkendoll Company, LLC LA$776K · 1.85%
Jamaico, Inc. GU$775K · 0.91%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510462004 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.