Plan Ledger DOL Form 5500 · updated monthly

Barrett Daffin Frappier Turner & Engel, LLP401(k)

BARRETT DAFFIN FRAPPIER TURNER & ENGEL, LLP 401(K) PLAN · ADDISON, TX · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Barrett Daffin Frappier Turner & Engel, LLP reported $1,870 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $260 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 0.02% to 0.01%. 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 2,345th-largest of 5,688 plans among Texas employers on file, and 6,378th of 11,654 in professional & technical services. In 2024, employees put in $21.70 for every $1.00 the employer contributed; active participation has shrunk from 153 to 120 since 2022.

Plan summary
Net assets, end of year$15,871,702
Participants with balances183
Active participants120
Employer contributions$31,184
Employee contributions$676,651
Employer contribution per active participant$260
Average account balance$86,731
Benefits paid to participants$2,001,825
Plan auditUnmodified (clean) audit opinion
AuditorROBERT RUSSELL, CPA, PLLC
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $128K emplr
2024$15.9M · 183 accts · $31K emplr
2023$15.0M · 215 accts · $136K emplr
2022$13.3M · 237 accts · $146K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,870
Total administrative$1,870
The Barrett Daffin Frappier Turner & Engel, LLP 401(k) match · 2024
Employer contribution per active participant$260
Median for plans this size$2,416
2024$260 per active participant
2023$1,008 per active participant
2022$954 per active participant

Barrett Daffin Frappier Turner & Engel, LLP's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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 · 20243
MMA SECURITIES · Investment advisory (plan)$27,323
EMPOWER ADVISORY GROUP, LLC · Investment management$3,311

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

Administrative cost history4
2025Not separately reported
2024$1,870 · 0.01%
2023$3,417 · 0.02%
2022$3,760 · 0.02%
Same employer
Similar plansProfessional & Technical Services · Texas
Mantis Innovation, LLC TX$16.2M · 0.05%
Olson Engineering Inc. TX$15.8M · 0.28%
Armor Defense Inc. TX$15.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752308147 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.