Plan Ledger DOL Form 5500 · updated monthly

Humanco Assets LLC401(k)

HUMANCO ASSETS LLC 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Humanco Assets LLC reported $13,956 in plan administrative expenses for 2024: 0.33% of average plan assets, below the peer median. Employer contributions averaged $2,006 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 0.07% to 0.33%. 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 (4,161st of 5,688), and 3,870th of 5,215 in retail trade. In 2024, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,646,780
Participants with balances193
Active participants106
Employer contributions$212,640
Employee contributions$384,693
Employer contribution per active participant$2,006
Average account balance$24,077
Benefits paid to participants$568,102
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history2
Yearassets · accounts · employer contribution
2024$4.6M · 193 accts · $213K emplr
2023$3.9M · 188 accts · $317K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,956
Total administrative$13,956
The Humanco Assets LLC 401(k) match · 2024
Employer contribution per active participant$2,006
Median for plans this size$1,313
2024$2,006 per active participant
2023$2,753 per active participant

Humanco Assets LLC'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 · 20242
UNIGLOBAL PENSION PLANNING, INC. · Contract administrator$10,680

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

Administrative cost history2
2024$13,956 · 0.33%
2023$2,925 · 0.07%
Same employer
Similar plansRetail Trade · Texas
Raz Imports, Inc. TX$4.8M · 0.01%
Square Grove LLC TX$4.6M · 0.09%
Pak a Sak, Inc. TX$4.6M · 0.65%
Altex Electronics, LTD. TX$4.6M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834109952 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.