Plan Ledger DOL Form 5500 · updated monthly

Belin and Associates, Inc.401(k)

BELIN AND ASSOCIATES 401(K) PLAN · MONTGOMERY, TX · plan year 2022

Reported admin expense ratio · 2022
0.58%

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

Belin and Associates, Inc. reported $24,789 in plan administrative expenses for 2022: 0.58% of average plan assets, above the peer median. Employer contributions averaged $740 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Texas (4,319th of 5,688), and 1,003rd of 1,311 in arts, entertainment & recreation. In 2022, employees put in $2.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,956,067
Participants with balances64
Active participants109
Employer contributions$80,668
Employee contributions$234,072
Employer contribution per active participant$740
Average account balance$61,814
Benefits paid to participants$193,449
Plan auditUnmodified (clean) audit opinion
The Belin and Associates, Inc. 401(k) match · 2022
Employer contribution per active participant$740
Median for plans this size$1,114

Belin and Associates, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$24,789 · 0.58%
Similar plansArts, Entertainment & Recreation · Texas
USA Cinema Services LLC TX$4.7M · 0.37%
Ridglea Country Club TX$4.1M · 0.05%
F45 Training Incorporated TX$3.6M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741708351 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.