Plan Ledger DOL Form 5500 · updated monthly

Aquinas Companies, LLC401(k)

AQUINAS COMPANIES 401K/PROFIT SHARING PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Aquinas Companies, LLC reported $136,138 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $3,550 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 0.15% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 813th-largest of 5,688 plans among Texas employers on file, and the 798th of 5,337 in construction. In 2024, employees put in $3.24 for every $1.00 the employer contributed; active participation has grown from 214 to 265 since 2022.

Plan summary
Net assets, end of year$73,353,054
Participants with balances376
Active participants265
Employer contributions$940,707
Employee contributions$3,051,728
Employer contribution per active participant$3,550
Average account balance$195,088
Benefits paid to participants$2,309,135
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITH&BROWN, PC
Plan history3
Yearassets · accounts · employer contribution
2024$73.4M · 376 accts · $941K emplr
2023$61.3M · 363 accts · $817K emplr
2022$50.1M · 330 accts · $630K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,201
Investment management$23,074
Audit (IQPA)$21,875
Total administrative$136,138
The Aquinas Companies, LLC 401(k) match · 2024
Employer contribution per active participant$3,550
Median for plans this size$3,635
2024$3,550 per active participant
2023$3,255 per active participant
2022$2,946 per active participant

Aquinas Companies, LLC's 2024 employer contribution ran below the $3,635 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 · 20245
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$52,201
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$38,988
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$23,074
CROWE LLP · Accounting / audit$12,750
PANNELL KERR FORSTER OF TEXAS, P.C · Accounting / audit$9,125

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$136,138 · 0.20%
2023$54,824 · 0.10%
2022$83,459 · 0.15%
Same employer
Similar plansConstruction · Texas
Chesmar Group, Inc. TX$78.6M · 0.69%
Pfeiffer & Son, LTD. TX$74.2M · 0.02%
J. Lee Milligan, Inc. TX$74.1M · 0.09%
Ibew Local Union No. 60 TX$71.8M · 0.75%
The Brandt Companies, LLC TX$68.3M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741164059 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.