Plan Ledger DOL Form 5500 · updated monthly

Austin White Lime Company, LTD401(k)

AUSTIN WHITE LIME COMPANY & AUSTIN WHITE LIME TRANSPORT, INC. PROFIT SHARING PLAN · AUSTIN, TX · plan year 2023

Reported admin expense ratio · 2023
0.10%

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

Austin White Lime Company, LTD reported $5,831 in plan administrative expenses for 2023: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,259 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 0.10% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Texas (3,751st of 5,688), and 10,518th of 13,661 in manufacturing. In 2023, employees put in $3.56 for every $1.00 the employer contributed; active participation has shrunk from 131 to 90 since 2022.

Plan summary
Net assets, end of year$6,310,392
Participants with balances121
Active participants90
Employer contributions$113,282
Employee contributions$403,148
Employer contribution per active participant$1,259
Average account balance$52,152
Benefits paid to participants$972,136
Plan auditUnmodified (clean) audit opinion
AuditorMAXWELL LOCKE & RITTER
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 72 accts · $87K emplr
2023$6.3M · 121 accts · $113K emplr
2022$5.8M · 138 accts · $138K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,335
Trustee / custodial$1,496
Total administrative$5,831
The Austin White Lime Company, LTD 401(k) match · 2023
Employer contribution per active participant$1,259
Median for plans this size$1,308
2024$3,625 per active participant
2023$1,259 per active participant
2022$1,056 per active participant

Austin White Lime Company, LTD's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
FIDELITY INVESTMENTS INSTITUTIONAL · Trustee (directed) · Loan processing$5,831
MORGAN STANLEY SMITH BARNEYindirect comp

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$4,417 · 0.08%
2023$5,831 · 0.10%
2022$6,579 · 0.10%
Same employer
Similar plansManufacturing · Texas
Oil City Iron Works, Inc TX$6.2M · 0.70%
G-Con Manufacturing, Inc. TX$6.2M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741187555 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.