Plan Ledger DOL Form 5500 · updated monthly

House-Autry Mills, Inc.401(k)

HOUSE-AUTRY MILLS INC EMPLOYEE SAVINGS AND RETIREMENT PLAN · FOUR OAKS, NC · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

House-Autry Mills, Inc. reported $36,249 in plan administrative expenses for 2024: 0.43% of average plan assets, below the peer median. Employer contributions averaged $2,132 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 0.52% to 0.43%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in North Carolina (1,203rd of 2,005), and 9,392nd of 13,661 in manufacturing. In 2024, employees put in $2.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,615,031
Participants with balances167
Active participants134
Employer contributions$285,643
Employee contributions$639,212
Employer contribution per active participant$2,132
Average account balance$51,587
Benefits paid to participants$1,370,957
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 167 accts · $286K emplr
2023$8.3M · 185 accts · $260K emplr
2022$7.3M · 181 accts · $254K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,462
Investment management$27,562
Total administrative$36,249
The House-Autry Mills, Inc. 401(k) match · 2024
Employer contribution per active participant$2,132
Median for plans this size$1,313
2024$2,132 per active participant
2023$1,766 per active participant
2022$1,731 per active participant

House-Autry Mills, Inc.'s 2024 employer contribution ran above 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
ALERUS · Recordkeeping · Loan processing$36,249

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

Recordkeeper by year2
2024Alerus
2023Alerus

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

Administrative cost history3
2024$36,249 · 0.43%
2023$38,483 · 0.49%
2022$36,403 · 0.52%
Same employer
Similar plansManufacturing · North Carolina
Ecr Technologies, LLC NC$9.1M · 0.12%
McMichael Mills, Inc. NC$9.1M · 0.14%
Kaufman Trailers, LLC NC$9.0M · 0.83%
New Page Capital, LLC NC$8.8M · 0.60%
Dubose Strapping, Inc. NC$8.4M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 560896803 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.