Plan Ledger DOL Form 5500 · updated monthly

A.H. Beck Foundation Co., Inc.401(k)

A.H. BECK FOUNDATION CO., INC. 401(K) PROFIT SHARING PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.23%

A.H. Beck Foundation Co., Inc. reported $26,149 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. 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 0.27% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 2,782nd-largest of 5,688 plans among Texas employers on file, and 2,804th of 5,337 in construction. active participation has grown from 245 to 314 since 2022.

Plan summary
Net assets, end of year$12,045,589
Participants with balances155
Active participants314
Employer contributions—
Employee contributions$618,973
Employer contribution per active participant—
Average account balance$77,713
Benefits paid to participants$339,332
Plan auditDisclaimer of opinion
AuditorRUSSON JOHNSTON LLP
Plan history3
Yearassets · accounts · employer contribution
2024$12.0M · 155 accts
2023$10.5M · 146 accts
2022$8.8M · 135 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,899
Investment management$11,250
Total administrative$26,149
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
ASCENSUS LLC · Recordkeeping$14,899
MARCADO ASSET MANAGEMENT LLC · Investment advisory (plan)$11,250

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$26,149 · 0.23%
2023$25,902 · 0.27%
2022$26,233 · 0.27%
Same employer
Similar plansConstruction · Texas
Phillips/May Corporation TX$12.5M · 0.02%
Russell Marine LLC TX$12.1M · 0.49%
History Maker Homes TX$12.1M · 0.46%
Graco Interests, Inc. TX$12.0M · 0.15%
Scott Felder Homes LLC TX$11.7M · 0.21%
Flooring Services, LLC TX$11.7M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741202926 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.