Plan Ledger DOL Form 5500 · updated monthly

Max Home, LLC401(k)

MAX HOME, LLC EMPLOYEES SAVINGS TRUST · FULTON, MS · plan year 2024

Reported admin expense ratio · 2024
0.88%

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

Max Home, LLC reported $18,542 in plan administrative expenses for 2024: 0.88% of average plan assets, higher than ~75% of peers. Employer contributions averaged $70 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 rose from 0.82% to 0.88%. 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 Mississippi (311th of 367), and 12,738th of 13,661 in manufacturing. In 2024, employees put in $7.13 for every $1.00 the employer contributed; active participation has grown from 395 to 447 since 2022.

Plan summary
Net assets, end of year$2,192,743
Participants with balances191
Active participants447
Employer contributions$31,151
Employee contributions$222,075
Employer contribution per active participant$70
Average account balance$11,480
Benefits paid to participants$264,164
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.2M · 191 accts · $31K emplr
2023$2.0M · 330 accts · $39K emplr
2022$1.6M · 331 accts · $42K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,300
Investment management$8,242
Total administrative$18,542
The Max Home, LLC 401(k) match · 2024
Employer contribution per active participant$70
Median for plans this size$1,313
2024$70 per active participant
2023$95 per active participant
2022$106 per active participant

Max Home, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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.

Service providers · 20242
AMERITAS LIFE INSURANCE CORP. · Recordkeeping · Loan processing$10,300
STADION MONEY MANAGEMENT, LLC · Investment management$8,242

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

Recordkeeper by year2
2024Ameritas
2023Ameritas

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

Administrative cost history3
2024$18,542 · 0.88%
2023$14,336 · 0.79%
2022$14,262 · 0.82%
Same employer
Similar plansManufacturing · Mississippi
Hankins Lumber Co. Inc. MS$2.5M · 0.79%
Mississippi Silicon LLC MS$2.5M · 0.17%
C & W Embroidery, Inc. MS$2.4M · 0.78%
Warmkraft, Inc. MS$1.5M · 2.04%
Ims Logistics, LLC MS$930K · 1.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200055577 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.