Plan Ledger DOL Form 5500 · updated monthly

A-7 Austin, LLC401(k)

A-7 AUSTIN, LLC 401(K) PLAN · AMARILLO, TX · plan year 2024

Reported admin expense ratio · 2024
0.84%

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

A-7 Austin, LLC reported $73,491 in plan administrative expenses for 2024: 0.84% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,411 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 3 years on file its reported administrative ratio has held roughly steady near 0.84%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Texas (3,077th of 5,688), and 2,925th of 4,246 in wholesale trade. In 2024, employees put in $2.68 for every $1.00 the employer contributed; active participation has grown from 194 to 278 since 2022.

Plan summary
Net assets, end of year$9,929,257
Participants with balances322
Active participants278
Employer contributions$392,321
Employee contributions$1,050,494
Employer contribution per active participant$1,411
Average account balance$30,836
Benefits paid to participants$513,604
Plan auditUnmodified (clean) audit opinion
AuditorJOHNSON AND SHELDON, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 322 accts · $392K emplr
2023$7.6M · 280 accts · $353K emplr
2022$5.5M · 215 accts · $270K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,951
Investment management$36,540
Total administrative$73,491
The A-7 Austin, LLC 401(k) match · 2024
Employer contribution per active participant$1,411
Median for plans this size$1,313
2024$1,411 per active participant
2023$1,441 per active participant
2022$1,390 per active participant

A-7 Austin, LLC's 2024 employer contribution ran above 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 · 20243
AMARILLO NATIONAL BANK · Investment advisory (plan)$33,690
EMPOWER ADVISORY GROUP, LLC · Investment management$2,850

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$73,491 · 0.84%
2023$52,417 · 0.80%
2022$45,900 · 0.81%
Same employer
Similar plansWholesale Trade · Texas
Bauer Equipment America Inc TX$10.6M · 0.50%
Magpul Industries Corp. TX$10.2M · 0.64%
Spfm, L.P. TX$10.1M · 0.57%
Bk Global, Inc. TX$9.8M · 0.91%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201164703 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.