Plan Ledger DOL Form 5500 · updated monthly

Asian American Health Coalition of the Greater Houston Area D/B/A401(k)

HOPE CLINIC 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Asian American Health Coalition of the Greater Houston Area D/B/A reported $37,643 in plan administrative expenses for 2024: 0.65% of average plan assets, above the peer median. Employer contributions averaged $1,304 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 0.77% to 0.65%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Texas (3,661st of 5,688), and the 1,245th of 2,534 in administrative & support services. In 2024, employees put in $2.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,772,840
Participants with balances144
Active participants210
Employer contributions$273,844
Employee contributions$735,680
Employer contribution per active participant$1,304
Average account balance$47,034
Benefits paid to participants$479,285
Plan auditUnmodified (clean) audit opinion
AuditorRUSSON & JOHNSTON LLP
Plan history2
Yearassets · accounts · employer contribution
2024$6.8M · 144 accts · $274K emplr
2023$4.9M · 121 accts · $215K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,300
Investment management$3,021
Total administrative$37,643
The Asian American Health Coalition of the Greater Houston Area D/B/A 401(k) match · 2024
Employer contribution per active participant$1,304
Median for plans this size$1,313
2024$1,304 per active participant
2023$1,166 per active participant

Asian American Health Coalition of the Greater Houston Area D/B/A'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
MUTUAL OF AMERICA SEC. CORP LLC · Other services · Recordkeeping$30,300

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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Administrative cost history2
2024$37,643 · 0.65%
2023$31,903 · 0.77%
All plans at this employer2
HOPE CLINIC 401(K) PLAN401(k)
HOPE CLINIC 401(K) PLAN401(k)
Same employer
Similar plansAdministrative & Support Services · Texas
Frontier Employeeco, LLC TX$7.1M · 1.19%
American Allwaste LLC TX$6.7M · 0.68%
Elevationhr, LLC TX$6.7M · 0.66%
Spencer Ogden TX$6.7M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311756818 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.