Plan Ledger DOL Form 5500 · updated monthly

Baird, Hampton & Brown, Inc.401(k)

BAIRD, HAMPTON & BROWN SAVINGS & RETIREMENT PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Baird, Hampton & Brown, Inc. reported $54,214 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $2,642 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 0.53% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,183rd-largest of 5,688 plans among Texas employers on file, and 5,970th of 11,654 in professional & technical services. In 2024, employees put in $3.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,764,948
Participants with balances165
Active participants128
Employer contributions$338,161
Employee contributions$1,161,674
Employer contribution per active participant$2,642
Average account balance$107,666
Benefits paid to participants$922,204
Plan auditUnmodified (clean) audit opinion
AuditorBROWN ROGERS & CO LLC
Plan history3
Yearassets · accounts · employer contribution
2024$17.8M · 165 accts · $338K emplr
2023$15.1M · 161 accts · $316K emplr
2022$13.4M · 151 accts · $307K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,214
Total administrative$54,214
The Baird, Hampton & Brown, Inc. 401(k) match · 2024
Employer contribution per active participant$2,642
Median for plans this size$2,416
2024$2,642 per active participant
2023$2,487 per active participant
2022$2,472 per active participant

Baird, Hampton & Brown, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20246
RAYMOND JAMES & ASSOCIATES, INC. · Investment advisory (plan)$20,400
BROWN ROGERS AND CO, LLC · Accounting / audit$12,750
RETIREMENTPLANS.COM, LLC · Contract administrator$2,923
BAKER TILLY VIRCHOW KRAUSE, LLP · Accounting / audit$1,575
THE TRAVELVERS INDEMNITY COMPANY$283

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$54,214 · 0.33%
2023$51,095 · 0.36%
2022$73,386 · 0.53%
Same employer
Similar plansProfessional & Technical Services · Texas
Csdvrs, LLC TX$18.3M · 0.56%
Dehay & Elliston, LLP TX$17.5M · 0.02%
Seidel Schroeder TX$17.4M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752426876 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.