Plan Ledger DOL Form 5500 · updated monthly

Barbri, Inc.401(k)

BARBRI, INC. 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Barbri, Inc. reported $8,334 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,837 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 rose from 0.01% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other educational services employers. By assets it is the 1,109th-largest of 5,688 plans among Texas employers on file, and the 961st of 3,091 in educational services. In 2024, employees put in $2.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$46,948,776
Participants with balances372
Active participants408
Employer contributions$1,157,528
Employee contributions$2,797,211
Employer contribution per active participant$2,837
Average account balance$126,206
Benefits paid to participants$1,712,914
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$46.9M · 372 accts · $1.2M emplr
2023$39.2M · 371 accts · $1.1M emplr
2022$34.8M · 363 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,876
Investment management$2,458
Total administrative$8,334
The Barbri, Inc. 401(k) match · 2024
Employer contribution per active participant$2,837
Median for plans this size$2,416
2024$2,837 per active participant
2023$3,045 per active participant
2022$2,707 per active participant

Barbri, 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$8,333

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$8,334 · 0.02%
2023$7,869 · 0.02%
2022$4,186 · 0.01%
Same employer
Similar plansEducational Services · Texas
Letourneau University TX$58.1M · 0.23%
The John Cooper School TX$47.4M · 0.17%
Trinity Valley School TX$41.6M · 0.22%
Parish Episcopal School TX$40.3M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383837749 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.