Plan Ledger DOL Form 5500 · updated monthly

Bartlett Cocke General Contractors, LLC401(k)

BARTLETT COCKE GENERAL CONTRACTORS 401(K) PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Bartlett Cocke General Contractors, LLC reported $164,883 in plan administrative expenses for 2024: 0.46% of average plan assets, above the peer median. Employer contributions averaged $2,243 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 0.39% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 1,290th-largest of 5,688 plans among Texas employers on file, and the 1,289th of 5,337 in construction. In 2024, employees put in $2.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$38,010,848
Participants with balances619
Active participants505
Employer contributions$1,132,490
Employee contributions$3,074,177
Employer contribution per active participant$2,243
Average account balance$61,407
Benefits paid to participants$4,481,155
Plan auditUnmodified (clean) audit opinion
AuditorADKF
Plan history3
Yearassets · accounts · employer contribution
2024$38.0M · 619 accts · $1.1M emplr
2023$34.2M · 652 accts · $1.1M emplr
2022$30.1M · 531 accts · $926K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,722
Investment management$132,661
Audit (IQPA)$13,500
Total administrative$164,883
The Bartlett Cocke General Contractors, LLC 401(k) match · 2024
Employer contribution per active participant$2,243
Median for plans this size$2,416
2024$2,243 per active participant
2023$2,356 per active participant
2022$1,986 per active participant

Bartlett Cocke General Contractors, LLC's 2024 employer contribution ran below 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 · 20244
EMPOWER ADVISORY GROUP, LLC · Investment management$70,944
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$61,717
AKIN, DOHERTY, KLEIN & FEUGE, P.C. · Accounting / audit$14,000

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$164,883 · 0.46%
2023$127,186 · 0.40%
2022$123,938 · 0.39%
Same employer
Similar plansConstruction · Texas
Brightland Homes, LTD TX$42.4M · 0.44%
Hmt LLC TX$40.7M · 0.23%
Cummings Electrical, LP TX$39.4M · 0.51%
Mason Construction, LLC TX$38.0M · 0.08%
Ai Fire, LLC TX$37.5M · 0.73%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 741654769 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.