Plan Ledger DOL Form 5500 · updated monthly

A.S.C.I.B., L.P.401(k)

SHESHUNOFF MANAGEMENT SERVICES, L.P. 401(K) PLAN AND TRUST · AUSTIN, TX · plan year 2022

Reported admin expense ratio · 2022
0.29%

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

A.S.C.I.B., L.P. reported $51,956 in plan administrative expenses for 2022: 0.29% of average plan assets, above the peer median. Employer contributions averaged $1,380 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 1 year on file its reported administrative ratio rose from 0.29% to 0.38%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,518th-largest of 5,688 plans among Texas employers on file, and 6,762nd of 11,654 in professional & technical services. In 2022, employees put in $6.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,241,402
Participants with balances103
Active participants110
Employer contributions$151,750
Employee contributions$1,003,779
Employer contribution per active participant$1,380
Average account balance$138,266
Benefits paid to participants$4,019,841
Plan auditUnmodified (clean) audit opinion
AuditorVAN HOUTEN & ASSOCIATES
Plan history2
Yearassets · accounts · employer contribution
2023$9.8M · 61 accts · $62K emplr
2022$14.2M · 103 accts · $152K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$51,956
Total administrative$51,956
The A.S.C.I.B., L.P. 401(k) match · 2022
Employer contribution per active participant$1,380
Median for plans this size$2,266
2023$2,945 per active participant
2022$1,380 per active participant

A.S.C.I.B., L.P.'s 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$45,747 · 0.38%
2022$51,956 · 0.29%
Similar plansProfessional & Technical Services · Texas
Securonix, Inc. TX$14.4M · 0.05%
BP3 Global Incorporated TX$14.4M · 0.01%
On Computer Services, LLC TX$14.4M · 0.47%
Rothe Development, Inc. TX$14.3M · 0.39%
Lanvera, LTD. TX$14.0M · 0.08%
Liaison Resources, LP TX$14.0M · 0.33%
Broaddus & Associates, Inc. TX$14.0M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752840581 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.