Plan Ledger DOL Form 5500 · updated monthly

Huckberry, Inc.401(k)

HUCKBERRY 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Huckberry, Inc. reported $8,173 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,705 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 0.18%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (4,007th of 5,688), and 3,712th of 5,215 in retail trade. In 2024, employees put in $2.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,169,738
Participants with balances234
Active participants138
Employer contributions$235,238
Employee contributions$680,130
Employer contribution per active participant$1,705
Average account balance$22,093
Benefits paid to participants$588,668
Plan auditUnmodified (clean) audit opinion
AuditorRUSSON + JOHNSTON LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 234 accts · $235K emplr
2023$4.0M · 224 accts · $204K emplr
2022$2.9M · 257 accts · $186K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,564
Investment management$3,609
Total administrative$8,173
The Huckberry, Inc. 401(k) match · 2024
Employer contribution per active participant$1,705
Median for plans this size$1,313
2024$1,705 per active participant
2023$1,633 per active participant
2022$1,392 per active participant

Huckberry, 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
GUIDELINE, INC. · Plan administrator · Recordkeeping$7,465

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

Recordkeeper by year2
2024Guideline
2023Guideline

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

Administrative cost history3
2024$8,173 · 0.18%
2023$6,881 · 0.20%
2022$5,899 · 0.21%
Same employer
Similar plansRetail Trade · Texas
Vbm Acquisition, LLC TX$5.2M · 0.15%
Ultara Holdings, Inc. TX$5.2M · 0.47%
Grunt Style, LLC TX$5.2M · 1.21%
El Dorado Motors, Inc. TX$5.1M · 0.83%
Boardwalk Auto Group LLC TX$5.1M · 0.06%
M & D Supply, Inc. TX$5.1M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810787820 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.