Plan Ledger DOL Form 5500 · updated monthly

Associations, Inc.401(k)

ASSOCIA, INC. 401(K) PLAN · DALLAS, 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

Associations, Inc. reported $256,558 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $68 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 fell from 0.36% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 520th-largest of 5,688 plans among Texas employers on file, and the 95th of 2,096 in real estate & leasing. In 2024, employees put in $20.61 for every $1.00 the employer contributed; active participation has grown from 6,223 to 7,675 since 2022.

Plan summary
Net assets, end of year$129,629,894
Participants with balances2,733
Active participants7,675
Employer contributions$519,115
Employee contributions$10,697,882
Employer contribution per active participant$68
Average account balance$47,431
Benefits paid to participants$22,633,831
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$129.6M · 2,733 accts · $519K emplr
2023$126.5M · 2,907 accts · $473K emplr
2022$109.0M · 2,458 accts · $379K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$197,293
Investment management$31,065
Audit (IQPA)$6,300
Total administrative$256,558
The Associations, Inc. 401(k) match · 2024
Employer contribution per active participant$68
Median for plans this size$3,635
2024$68 per active participant
2023$77 per active participant
2022$61 per active participant

Associations, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20244
GLOBAL RETIREMENT PARTNERS LLC · Consulting · Investment advisory (plan)$51,900
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$42,926
BAKER TILLY US LLP · Accounting / audit$6,300

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$256,558 · 0.20%
2023$346,508 · 0.29%
2022$428,589 · 0.36%
Same employer
Similar plansReal Estate & Leasing · Texas
Willow Bridge E.C.W. LLC TX$177.3M · 0.21%
Affinius Capital LLC TX$120.6M · 0.09%
Stream Realty Partners TX$97.1M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 753014941 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.