Plan Ledger DOL Form 5500 · updated monthly

Beldon Roofing & Remodeling Co.401(k)

BELDON ROOFING & REMODELING COMPANY 401(K) PLAN · SAN ANTONIO, TX · plan year 2023

Reported admin expense ratio · 2023
0.63%

Beldon Roofing & Remodeling Co. reported $45,639 in plan administrative expenses for 2023: 0.63% of average plan assets, above 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 3 years on file its reported administrative ratio has held roughly steady near 0.63%. 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 (3,509th of 5,688), and 3,489th of 5,337 in construction.

Plan summary
Net assets, end of year$7,446,437
Participants with balances189
Active participants141
Employer contributions—
Employee contributions$442,413
Employer contribution per active participant—
Average account balance$39,399
Benefits paid to participants$1,211,550
Plan auditUnmodified (clean) audit opinion
AuditorADKF, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$6.8M · 193 accts
2023$7.4M · 189 accts
2022$7.0M · 199 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$20,687
Investment management$24,952
Total administrative$45,639
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
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$20,687
FROST BANK · Investment advisory (plan)$24,952

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$45,123 · 0.63%
2023$45,639 · 0.63%
2022$48,770 · 0.61%
Same employer
Similar plansConstruction · Texas
MC2 Civil, Inc. TX$7.5M · 1.09%
Hollman, Inc. TX$7.4M · 0.04%
Lutech Resources, Inc. TX$7.4M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741316691 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.