Plan Ledger DOL Form 5500 · updated monthly

Super Bee Holdings, LLC401(k)

EMPLOYEE BENEFIT PLAN OF SUPER BEE HOLDINGS, LLC · KNOXVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
1.03%

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

Super Bee Holdings, LLC reported $27,970 in plan administrative expenses for 2024: 1.03% of average plan assets, higher than ~75% of peers. Employer contributions averaged $669 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 0.06% to 1.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Tennessee (1,224th of 1,496), and 1,755th of 2,534 in administrative & support services. In 2024, employees put in $2.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,006,236
Participants with balances131
Active participants185
Employer contributions$123,820
Employee contributions$345,901
Employer contribution per active participant$669
Average account balance$22,948
Benefits paid to participants$311,805
Plan auditUnmodified (clean) audit opinion
AuditorRODEFER MOSS
Plan history3
Yearassets · accounts · employer contribution
2024$3.0M · 131 accts · $124K emplr
2023$2.4M · 183 accts · $144K emplr
2022$2.1M · 187 accts · $148K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,012
Investment management$12,958
Total administrative$27,970
The Super Bee Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$669
Median for plans this size$1,313
2024$669 per active participant
2023$1,013 per active participant
2022$838 per active participant

Super Bee Holdings, LLC's 2024 employer contribution ran below 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
RAYMOND JAMES · Investment advisory (plan)$12,958

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

Administrative cost history3
2024$27,970 · 1.03%
2023$1,624 · 0.07%
2022$1,265 · 0.06%
Same employer
Similar plansAdministrative & Support Services · Tennessee
Smc Recycling, Inc. TN$4.1M · 0.50%
Emory Valley Center TN$4.1M · 0.68%
Security Walls, LLC TN$3.3M · 1.09%
Lusa Associates Inc. TN$2.1M · 2.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834607417 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.