Plan Ledger DOL Form 5500 · updated monthly

Birner Houston Corp. dba Renewal by Andersen of Houston401(k)

BORO 401(K) PLAN · TOMBALL, TX · plan year 2022

Reported admin expense ratio · 2022
0.19%

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

Birner Houston Corp. dba Renewal by Andersen of Houston reported $11,405 in plan administrative expenses for 2022: 0.19% of average plan assets, below the peer median. Employer contributions averaged $1,446 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 5 years on file its reported administrative ratio rose from 0.17% to 0.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (3,709th of 5,688), and 3,374th of 5,215 in retail trade. In 2022, employees put in $2.73 for every $1.00 the employer contributed; active participation has grown from 145 to 370 since 2017.

Plan summary
Net assets, end of year$6,496,893
Participants with balances429
Active participants370
Employer contributions$534,946
Employee contributions$1,460,388
Employer contribution per active participant$1,446
Average account balance$15,144
Benefits paid to participants$374,455
Plan auditUnmodified (clean) audit opinion
Plan history6
Yearassets · accounts · employer contribution
2023$0 · $547K emplr
2022$6.5M · 429 accts · $535K emplr
2020$4.0M · 255 accts · $322K emplr
2019$2.7M · 218 accts · $246K emplr
2018$1.8M · 165 accts · $233K emplr
2017$1.4M · 98 accts · $296K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,405
Total administrative$11,405
The Birner Houston Corp. dba Renewal by Andersen of Houston 401(k) match · 2022
Employer contribution per active participant$1,446
Median for plans this size$1,114
2022$1,446 per active participant
2020$1,361 per active participant
2019$1,125 per active participant
2018$1,411 per active participant
2017$2,040 per active participant

Birner Houston Corp. dba Renewal by Andersen of Houston's 2022 employer contribution ran above 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 history6
2023Not separately reported
2022$11,405 · 0.19%
2020$5,732 · 0.17%
2019$4,463 · 0.20%
2018$3,676 · 0.24%
2017$1,770 · 0.17%
Similar plansRetail Trade · Texas
Mossy Nissan (Tx), Inc. TX$7.1M · 0.04%
Abc Auto Parts, LTD. TX$6.7M · 0.03%
Idea Auto Group, LLC TX$6.6M · 0.41%
Powell-Watson Motors TX$6.4M · 0.32%
The Chair King, Inc. TX$6.3M · 0.67%
Pinkies, Inc. TX$6.3M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760286019 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.