Plan Ledger DOL Form 5500 · updated monthly

Batjer & Associates, LLC401(k)

BATJER & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN · ABILENE, TX · plan year 2023

Reported admin expense ratio · 2023
0.75%

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

Batjer & Associates, LLC reported $69,688 in plan administrative expenses for 2023: 0.75% of average plan assets, above the peer median. Employer contributions averaged $2,822 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 has held roughly steady near 0.75%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (3,073rd of 5,688), and 3,100th of 5,337 in construction. In 2023, employees put in $1.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,961,395
Participants with balances96
Active participants103
Employer contributions$290,661
Employee contributions$379,118
Employer contribution per active participant$2,822
Average account balance$103,765
Benefits paid to participants$846,017
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$10.0M · 96 accts · $291K emplr
2022$8.6M · 100 accts · $337K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$30,719
Investment management$37,339
Total administrative$69,688
The Batjer & Associates, LLC 401(k) match · 2023
Employer contribution per active participant$2,822
Median for plans this size$1,308
2023$2,822 per active participant
2022$3,274 per active participant

Batjer & Associates, LLC's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$1,867
PENSION PLANNING CONSULTANTS, INC. · Claims processing · Loan processing$1,630
MERRILL LYNCH · Investment advisory (participants)indirect 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$69,688 · 0.75%
2022$67,514 · 0.73%
Same employer
Similar plansConstruction · Texas
Stylecraft Builders, Inc. TX$10.2M · 0.83%
Patriot Erectors, LLC TX$9.7M · 0.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751237854 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.