Plan Ledger DOL Form 5500 · updated monthly

Mother Parkers Tea & Coffee USA401(k)

MOTHER PARKERS TEA & COFFEE USA, LTD 401(K) PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Mother Parkers Tea & Coffee USA reported $99,244 in plan administrative expenses for 2024: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,970 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 0.52% to 0.55%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,156th-largest of 5,688 plans among Texas employers on file, and the 6,298th of 13,661 in manufacturing. In 2024, employees put in $2.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,180,927
Participants with balances199
Active participants148
Employer contributions$439,530
Employee contributions$1,014,149
Employer contribution per active participant$2,970
Average account balance$91,361
Benefits paid to participants$3,642,885
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.2M · 199 accts · $440K emplr
2023$18.0M · 291 accts · $442K emplr
2022$14.9M · 282 accts · $396K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,488
Investment management$49,756
Total administrative$99,244
The Mother Parkers Tea & Coffee USA 401(k) match · 2024
Employer contribution per active participant$2,970
Median for plans this size$2,416
2024$2,970 per active participant
2023$2,799 per active participant
2022$2,714 per active participant

Mother Parkers Tea & Coffee USA's 2024 employer contribution ran above the $2,416 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 · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$49,755
ADP, INC. · Loan processing · Recordkeeping$49,488
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, Bank of America / Merrill
2023ADP, Bank of America / Merrill

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

Administrative cost history3
2024$99,244 · 0.55%
2023$84,052 · 0.51%
2022$85,262 · 0.52%
Same employer
Similar plansManufacturing · Texas
Elamex USA, Corp. TX$18.3M · 0.12%
Air Water America Inc. TX$18.1M · 0.73%
Epiroc North America Corp. TX$17.9M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752833481 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.