Plan Ledger DOL Form 5500 · updated monthly

Alixarx, LLC401(k)

ALIXARX, LLC 401(K) PLAN · PLANO, TX · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Alixarx, LLC reported $15,227 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $0 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 rose from 0.09% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (2,936th of 5,688), and the 2,458th of 5,215 in retail trade. active participation has shrunk from 292 to 220 since 2022.

Plan summary
Net assets, end of year$10,933,861
Participants with balances333
Active participants220
Employer contributions$0
Employee contributions$882,262
Employer contribution per active participant$0
Average account balance$32,834
Benefits paid to participants$2,084,863
Plan auditUnmodified (clean) audit opinion
AuditorHMM & CO., LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.9M · 333 accts
2023$10.3M · 363 accts
2022$8.4M · 359 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,116
Investment management$5,111
Total administrative$15,227
The Alixarx, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Alixarx, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20242
EMPOWER ADVISORY GROUP, LLC · Investment management$5,111

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$15,227 · 0.14%
2023$10,353 · 0.11%
2022$8,324 · 0.09%
Same employer
Similar plansRetail Trade · Texas
Fun Town Rv, LP TX$11.1M · 0.87%
Conner Industries, Inc. TX$11.0M · 1.15%
Culligan Southwest, Inc. TX$11.0M · 0.07%
2020 Companies, Inc. TX$10.9M · 0.89%
McRee Ford, Inc. TX$10.7M · 0.57%
Don Davis Auto Group, Inc. TX$10.6M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364717407 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.