Plan Ledger DOL Form 5500 · updated monthly

Alabama Coushatta Tribe of Texas401(k)

ALABAMA COUSHATTA RETIREMENT PLAN · LIVINGSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

Alabama Coushatta Tribe of Texas reported $128,846 in plan administrative expenses for 2024: 0.76% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,532 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 0.93% to 0.76%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 2,135th-largest of 5,688 plans among Texas employers on file, and the 654th of 2,534 in administrative & support services. In 2024, employees put in $1.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,480,963
Participants with balances736
Active participants674
Employer contributions$1,706,875
Employee contributions$1,836,351
Employer contribution per active participant$2,532
Average account balance$25,110
Benefits paid to participants$1,814,581
Plan auditUnmodified (clean) audit opinion
AuditorCRI - CARR, RIGGS & INGRAM
Plan history2
Yearassets · accounts · employer contribution
2024$18.5M · 736 accts · $1.7M emplr
2022$12.4M · 698 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$128,846
Total administrative$128,846
The Alabama Coushatta Tribe of Texas 401(k) match · 2024
Employer contribution per active participant$2,532
Median for plans this size$2,416
2024$2,532 per active participant
2022$2,366 per active participant

Alabama Coushatta Tribe of Texas's 2024 employer contribution ran above 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$128,845
CETERA INVESTMENT ADVISORS LLC · Investment advisory (plan)indirect comp
CETERA ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history2
2024$128,846 · 0.76%
2022$117,600 · 0.93%
Similar plansAdministrative & Support Services · Texas
Embrey Development Company TX$21.2M · 0.37%
Lifesize, Inc. TX$20.7M · 0.57%
Essential HR, Inc. TX$16.5M · 0.76%
The Trade Group, Inc. TX$16.3M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741381437 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.