Plan Ledger DOL Form 5500 · updated monthly

Miller & Holmes, Inc. D/B/A M & H Gas & Convenience Stores401(k)

MILLER & HOLMES, INC. 401(K) PLAN · HUDSON, WI · plan year 2022

Reported admin expense ratio · 2022
0.09%

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

Miller & Holmes, Inc. D/B/A M & H Gas & Convenience Stores reported $4,672 in plan administrative expenses for 2022: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $238 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Wisconsin (1,648th of 1,936), and 3,855th of 5,215 in retail trade. In 2022, employees put in $6.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,676,349
Participants with balances38
Active participants127
Employer contributions$30,238
Employee contributions$182,154
Employer contribution per active participant$238
Average account balance$123,062
Benefits paid to participants$82,241
Plan auditUnmodified (clean) audit opinion
AuditorFOLEY KALSEIM & COMPANY, LTD.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,053
Investment management$619
Total administrative$4,672
The Miller & Holmes, Inc. D/B/A M & H Gas & Convenience Stores 401(k) match · 2022
Employer contribution per active participant$238
Median for plans this size$1,114

Miller & Holmes, Inc. D/B/A M & H Gas & Convenience Stores's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$4,672 · 0.09%
Same employer
Similar plansRetail Trade · Wisconsin
Miller and Sons, Inc. WI$4.9M · 0.64%
Marling Lumber Company WI$4.8M · 0.79%
Buechel Stone Corp. WI$4.7M · 0.78%
Brunsell Brothers LTD WI$4.4M · 0.47%
Viking Village, Inc WI$4.4M · 1.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 410633673 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.