Plan Ledger DOL Form 5500 · updated monthly

Barrios Technology401(k)

BARRIOS TECHNOLOGY 401(K) PROFIT SHARING PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Barrios Technology reported $213,066 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $2,540 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 0.28% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 509th-largest of 5,688 plans among Texas employers on file, and the 1,157th of 11,654 in professional & technical services. In 2024, employees put in $3.44 for every $1.00 the employer contributed; active participation has grown from 704 to 816 since 2022.

Plan summary
Net assets, end of year$135,305,350
Participants with balances1,065
Active participants816
Employer contributions$2,072,807
Employee contributions$7,132,945
Employer contribution per active participant$2,540
Average account balance$127,047
Benefits paid to participants$10,844,906
Plan auditUnmodified (clean) audit opinion
AuditorHAM, LANGSTON & BREZINA, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$135.3M · 1,065 accts · $2.1M emplr
2023$118.6M · 1,005 accts · $1.9M emplr
2022$101.1M · 966 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,129
Investment management$157,937
Total administrative$213,066
The Barrios Technology 401(k) match · 2024
Employer contribution per active participant$2,540
Median for plans this size$3,635
2024$2,540 per active participant
2023$2,384 per active participant
2022$2,386 per active participant

Barrios Technology's 2024 employer contribution ran below the $3,635 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 · 20243
DA DAVIDSON & CO · Investment advisory (plan)$152,698
EMPOWER ADVISORY GROUP, LLC · Investment management$55,129

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$213,066 · 0.17%
2023$285,140 · 0.26%
2022$314,173 · 0.28%
Same employer
Similar plansProfessional & Technical Services · Texas
Aker Solutions Inc. TX$137.5M · 0.11%
Luminex Corporation TX$137.4M · 0.17%
Whitley Penn, LLP TX$134.8M · 0.03%
Maverick Capital, LTD. TX$124.6M · 0.06%
Argano, LLC TX$123.5M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760404611 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.