Plan Ledger DOL Form 5500 · updated monthly

Adobe Industrial Group, LLC401(k)

ADOBE 401(K) PROFIT SHARING PLAN · SAN ANTONIO, TX · plan year 2023

Reported admin expense ratio · 2023
0.76%

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

Adobe Industrial Group, LLC reported $13,778 in plan administrative expenses for 2023: 0.76% of average plan assets, above the peer median. Employer contributions averaged $2,110 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 0.49% to 0.76%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (4,911th of 5,688), and 1,850th of 2,096 in real estate & leasing. In 2023, employees put in $1.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,024,912
Participants with balances120
Active participants71
Employer contributions$149,788
Employee contributions$201,553
Employer contribution per active participant$2,110
Average account balance$16,874
Benefits paid to participants$195,193
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $108K emplr
2023$2.0M · 120 accts · $150K emplr
2022$1.6M · 114 accts · $88K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$8,683
Investment management$5,095
Total administrative$13,778
The Adobe Industrial Group, LLC 401(k) match · 2023
Employer contribution per active participant$2,110
Median for plans this size$1,308
2023$2,110 per active participant
2022$1,141 per active participant

Adobe Industrial Group, LLC's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
BOK FINANCIAL ASSET MGMT, INC. · Recordkeeping · Consulting$13,778
CHARLES SCHWAB TRUST BANK · Trustee (directed)indirect comp

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

Recordkeeper by year2
2024BOK FINANCIAL ASSET MGMT, INC., BOK FINANCIAL CORP, BOKF, NA
2023BOK FINANCIAL ASSET MGMT, INC.

This plan has changed recordkeepers within these filings. If you left Adobe Industrial Group, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023$13,778 · 0.76%
2022$8,118 · 0.49%
Similar plansReal Estate & Leasing · Texas
Frontline Anterra, LLC TX$2.0M · 1.11%
Pjc Investments LLC TX$2.0M · 0.62%
Lynd Management Group LLC TX$2.0M · 2.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453369913 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.