Plan Ledger DOL Form 5500 · updated monthly

1155-55H Partners, LLC401(k)

DISTRIBUTION SERVICES RETIREMENT PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

1155-55H Partners, LLC reported $12,247 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,867 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 fell from 0.09% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,203rd-largest of 5,688 plans among Texas employers on file, and the 2,118th of 4,246 in wholesale trade. In 2024, employees put in $1.71 for every $1.00 the employer contributed; active participation has grown from 298 to 671 since 2022.

Plan summary
Net assets, end of year$17,505,723
Participants with balances292
Active participants671
Employer contributions$1,252,849
Employee contributions$2,142,398
Employer contribution per active participant$1,867
Average account balance$59,951
Benefits paid to participants$228,781
Plan auditUnmodified (clean) audit opinion
AuditorHARPER & PEARSON COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$17.5M · 292 accts · $1.3M emplr
2023$11.7M · 218 accts · $845K emplr
2022$6.1M · 189 accts · $635K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,927
Investment management$4,545
Total administrative$12,247
The 1155-55H Partners, LLC 401(k) match · 2024
Employer contribution per active participant$1,867
Median for plans this size$2,416
2024$1,867 per active participant
2023$2,295 per active participant
2022$2,129 per active participant

1155-55H Partners, LLC's 2024 employer contribution ran below 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 · 20242
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$2,927
WILSHIRE ASSOCIATES INC · Investment advisory (participants)$2,917

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$12,247 · 0.08%
2023$21,323 · 0.24%
2022$5,223 · 0.09%
Similar plansWholesale Trade · Texas
I-Pro Americas Inc. TX$19.1M · 0.02%
David Sutherland, LLC TX$18.5M · 0.72%
McCoy-Rockford, Inc. TX$17.6M · 0.40%
Jet Specialty, Inc. TX$17.5M · 0.24%
Intergulf Corporation TX$17.3M · 0.60%
J.L. Carr Enterprises, Inc. TX$17.1M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471540897 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.