Plan Ledger DOL Form 5500 · updated monthly

Baron & Budd, a Professional Corporation401(k)

BARON & BUDD, P.C. 401(K) RETIREMENT AND PROFIT SHARING PLAN · DALLAS, TX · plan year 2023

Reported admin expense ratio · 2023
0.12%

Baron & Budd, a Professional Corporation reported $59,375 in plan administrative expenses for 2023: 0.12% of average plan assets, below the peer median. 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 has held roughly steady near 0.118%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other professional & technical services employers. By assets it is the 986th-largest of 5,688 plans among Texas employers on file, and the 2,569th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$55,218,562
Participants with balances286
Active participants183
Employer contributions—
Employee contributions$1,824,636
Employer contribution per active participant—
Average account balance$193,072
Benefits paid to participants$3,291,553
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$55.2M · 286 accts
2022$45.7M · 263 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$59,375
Total administrative$59,375
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
ONEAMERICA RETIREMENT SERVICES, LLC · Recordkeeping · Loan processing$59,375
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Administrative cost history2
2023$59,375 · 0.12%
2022$51,473 · 0.12%
Same employer
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Elevate Pfs Holdings Inc TX$56.3M · 0.28%
Gsi Environmental, Inc. TX$56.3M · 0.01%
Quisitive, LLC TX$55.3M · 0.30%
Ryder Scott Company, L.P. TX$54.2M · 0.02%
Gray Reed & McGraw LLP TX$54.1M · 0.06%
Patterson & Sheridan, LLP TX$53.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751573501 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.