Plan Ledger DOL Form 5500 · updated monthly

Allergy & Ent Associates, PLLC401(k)

ALLERGY AND ENT ASSOCIATES, PLLC 401(K) PLAN AND TRUST · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Allergy & Ent Associates, PLLC reported $53,421 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $2,750 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 0.25% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,984th-largest of 5,688 plans among Texas employers on file, and the 3,609th of 11,911 in health care & social assistance. In 2024, employees put in $1.69 for every $1.00 the employer contributed; active participation has grown from 128 to 218 since 2022.

Plan summary
Net assets, end of year$20,624,452
Participants with balances324
Active participants218
Employer contributions$599,589
Employee contributions$1,011,574
Employer contribution per active participant$2,750
Average account balance$63,656
Benefits paid to participants$1,759,028
Plan auditUnmodified (clean) audit opinion
AuditorBENTLEY, BRATCHER & ASSOCIATES, P.C
Plan history3
Yearassets · accounts · employer contribution
2024$20.6M · 324 accts · $600K emplr
2023$18.3M · 242 accts · $376K emplr
2022$15.0M · 212 accts · $337K emplr
Administrative expenses, itemized · 2024
Investment management$42,345
Trustee / custodial$11,076
Total administrative$53,421
The Allergy & Ent Associates, PLLC 401(k) match · 2024
Employer contribution per active participant$2,750
Median for plans this size$2,416
2024$2,750 per active participant
2023$2,044 per active participant
2022$2,633 per active participant

Allergy & Ent Associates, PLLC'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 · 20242
BOK FINANCIAL ASSET MGMT INC · Recordkeeping · Consulting$46,032
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trustee$7,390

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
2023BOK FINANCIAL ASSET MGMT INC

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

Administrative cost history3
2024$53,421 · 0.27%
2023$45,589 · 0.27%
2022$42,716 · 0.25%
Similar plansHealth Care & Social Assistance · Texas
Disability Rights Texas TX$21.4M · 0.44%
Southern Innovations, LLC TX$21.1M · 0.26%
Stonegate Senior Living, LP TX$20.9M · 0.64%
Oceans Acquisition, Inc. TX$20.7M · 1.20%
Sonida Senior Living, Inc. TX$20.2M · 0.66%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 742007863 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.