Plan Snapshot
- Plan Sponsor: Milk + Honey Holdings, LLC
- Sponsor EIN: 830549679
- Sponsor Address: 2905 SAN GABRIEL ST STE 300, AUSTIN, TX, 78705
- Plan Type: 401(k)
- Total Participants: 536
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 536 | $5.8M | $177,382 | $961,048 |
| 2023 | 510 | $4.6M | $188,492 | $990,664 |
| 2022 | 469 | $3.2M | $187,972 | $780,594 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| ANDER'S CPA'S AND ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDER'S CPA'S AND ADVISORS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $35,201 | $20,845 | $14,356 | — | — |
| 2023 | $22,271 | — | $22,271 | — | — |
| 2022 | $16,180 | — | $16,180 | — | — |