Plan Ledger DOL Form 5500 · updated monthly

Aui Partners, LLC401(k)

AUI PARTNERS 401(K) PLAN · FORT WORTH, TX · plan year 2025

Reported admin expense ratio · 2025
0.53%

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

Aui Partners, LLC reported $39,564 in plan administrative expenses for 2025: 0.53% of average plan assets, below the peer median. Employer contributions averaged $1,441 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 0.66% to 0.53%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (3,210th of 5,688), and 3,236th of 5,337 in construction. In 2025, employees put in $3.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,047,669
Participants with balances157
Active participants188
Employer contributions$270,990
Employee contributions$1,045,078
Employer contribution per active participant$1,441
Average account balance$57,628
Benefits paid to participants$1,041,431
Plan auditUnmodified (clean) audit opinion
AuditorBLACKBURN MAY & COMPANY, LLP
Plan history2
Yearassets · accounts · employer contribution
2025$9.0M · 157 accts · $271K emplr
2024$5.9M · 142 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$23,317
Investment management$16,247
Total administrative$39,564
The Aui Partners, LLC 401(k) match · 2025
Employer contribution per active participant$1,441
Median for plans this size$1,464

Aui Partners, LLC's 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$23,317
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$16,247

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

Administrative cost history2
2025$39,564 · 0.53%
2024$37,379 · 0.66%
Similar plansConstruction · Texas
Davaco, L.P. TX$9.2M · 0.55%
K Post Company TX$9.0M · 0.10%
Jasper Ventures, Inc. TX$9.0M · 0.68%
Weisinger Incorporated TX$8.9M · 0.25%
Max Grigsby Company, Inc. TX$8.8M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475523903 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.