Plan Ledger DOL Form 5500 · updated monthly

Alan Plummer Associates, Inc.401(k)

ALAN PLUMMER ASSOCIATES, INC. PROFIT SHARING PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Alan Plummer Associates, Inc. reported $76,360 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $4,331 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 0.28% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,399th-largest of 5,688 plans among Texas employers on file, and the 3,771st of 11,654 in professional & technical services. In 2024, employees put in $2.55 for every $1.00 the employer contributed; active participation has grown from 193 to 243 since 2022.

Plan summary
Net assets, end of year$34,140,734
Participants with balances305
Active participants243
Employer contributions$1,052,327
Employee contributions$2,688,385
Employer contribution per active participant$4,331
Average account balance$111,937
Benefits paid to participants$3,749,897
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.1M · 305 accts · $1.1M emplr
2023$28.4M · 271 accts · $813K emplr
2022$22.2M · 226 accts · $592K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,363
Investment management$62,997
Total administrative$76,360
The Alan Plummer Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$4,331
Median for plans this size$2,416
2024$4,331 per active participant
2023$3,744 per active participant
2022$3,066 per active participant

Alan Plummer Associates, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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
MARINER LLC · Investment advisory (plan)$52,482
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$13,363
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$10,515

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$76,360 · 0.24%
2023$62,313 · 0.25%
2022$66,911 · 0.28%
Same employer
Similar plansProfessional & Technical Services · Texas
Purple Communications, Inc. TX$34.3M · 0.51%
Lane Gorman Trubitt, LLC TX$34.3M · 0.27%
Dealersocket, Inc. TX$34.0M · 0.58%
Vmg Holdings LLC TX$34.0M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751595621 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.