Plan Ledger DOL Form 5500 · updated monthly

Berkeley Eye Institute, PA401(k)

BERKELEY EYE CENTER 401K PLAN · KINGWOOD, TX · plan year 2024

Reported admin expense ratio · 2024
0.25%

Berkeley Eye Institute, PA reported $36,795 in plan administrative expenses for 2024: 0.25% of average plan assets, below 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 0.246%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,331st-largest of 5,688 plans among Texas employers on file, and the 4,307th of 11,911 in health care & social assistance. active participation has grown from 549 to 625 since 2022.

Plan summary
Net assets, end of year$15,988,474
Participants with balances485
Active participants625
Employer contributions—
Employee contributions$1,647,438
Employer contribution per active participant—
Average account balance$32,966
Benefits paid to participants$1,478,141
Plan auditUnmodified (clean) audit opinion
AuditorMOORE, REICHL & BAKER, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$16.0M · 485 accts
2023$14.0M · 487 accts
2022$10.6M · 435 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,583
Investment management$4,655
Trustee / custodial$9,251
Total administrative$36,795
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 · 20241
BOKF, NA · Custodial (securities) · Trustee$36,795

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$36,795 · 0.25%
2023$26,093 · 0.21%
2022$28,833 · 0.25%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Premier Family Care I, Inc. TX$16.4M · 0.26%
Panhandle Eye Group, LLP TX$16.0M · 0.61%
San Antonio Food Bank TX$15.9M · 0.03%
Healthtrackrx, LLC TX$15.7M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 432012505 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.