Plan Ledger DOL Form 5500 · updated monthly

Allcat Claims Service, LLC401(k)

ALLCAT CLAIM SERVICE 401(K) PLAN · BOERNE, TX · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Allcat Claims Service, LLC reported $13,641 in plan administrative expenses for 2024: 0.21% of average plan assets, lower than ~75% of peers. Employer contributions averaged $738 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 fell from 1.02% to 0.21%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Texas (3,296th of 5,688), and 4,123rd of 4,798 in finance & insurance. In 2024, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,559,398
Participants with balances519
Active participants1,403
Employer contributions$1,034,835
Employee contributions$1,871,272
Employer contribution per active participant$738
Average account balance$16,492
Benefits paid to participants$490,744
Plan auditUnmodified (clean) audit opinion
AuditorSOL SCHWARTZ & ASSOCIATES PC
Plan history2
Yearassets · accounts · employer contribution
2024$8.6M · 519 accts · $1.0M emplr
2023$4.6M · 388 accts · $707K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,641
Total administrative$13,641
The Allcat Claims Service, LLC 401(k) match · 2024
Employer contribution per active participant$738
Median for plans this size$1,313
2024$738 per active participant
2023$648 per active participant

Allcat Claims Service, LLC's 2024 employer contribution ran below the $1,313 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 · 20241
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$13,641

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$13,641 · 0.21%
2023$26,416 · 1.02%
Same employer
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Cis Group, LLC TX$8.8M · 0.81%
Texas Bank TX$8.7M · 0.18%
Wellington State Bank TX$8.3M · 0.44%
Texell Credit Union TX$8.1M · 0.73%
Texas National Bank TX$7.9M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 743017360 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.