Plan Ledger DOL Form 5500 · updated monthly

Milk + Honey Holdings, LLC401(k)

MILK + HONEY HOLDINGS, LLC 401(K) P/S PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

Milk + Honey Holdings, LLC reported $35,201 in plan administrative expenses for 2024: 0.68% of average plan assets, above the peer median. Employer contributions averaged $331 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 0.53% to 0.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Texas (3,863rd of 5,688), and 2,182nd of 3,341 in other services. In 2024, employees put in $5.42 for every $1.00 the employer contributed; active participation has grown from 469 to 536 since 2022.

Plan summary
Net assets, end of year$5,794,969
Participants with balances1,047
Active participants536
Employer contributions$177,382
Employee contributions$961,048
Employer contribution per active participant$331
Average account balance$5,535
Benefits paid to participants$450,510
Plan auditDisclaimer of opinion
AuditorANDER'S CPA'S AND ADVISORS
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 1,047 accts · $177K emplr
2023$4.6M · 988 accts · $188K emplr
2022$3.2M · 878 accts · $188K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,356
Investment management$20,845
Total administrative$35,201
The Milk + Honey Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$331
Median for plans this size$1,313
2024$331 per active participant
2023$370 per active participant
2022$401 per active participant

Milk + Honey Holdings, 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
ASCENSUS LLC · Loan processing · Recordkeeping$14,356
SHAREBUILDER ADVISOR LLC · Investment advisory (plan)$20,845

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

Recordkeeper by year2
2024Ascensus
2023Ascensus, PAI

This plan has changed recordkeepers within these filings. If you left Milk + Honey Holdings, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$35,201 · 0.68%
2023$22,271 · 0.57%
2022$16,180 · 0.53%
Same employer
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Partner Industrial, L.P. TX$6.1M · 0.53%
Camp Roofing, LTD. TX$5.9M · 0.53%
Desert Ndt, LLC TX$5.7M · 0.93%
Wynden Stark LLC TX$5.7M · 0.73%
All-Pro Reconditioning TX$5.2M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830549679 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.