Plan Ledger DOL Form 5500 · updated monthly

Bluware, Inc401(k)

BLUWARE 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Bluware, Inc reported $34,963 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $6,659 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 3 years on file its reported administrative ratio has held roughly steady near 0.203%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 2,168th-largest of 5,688 plans among Texas employers on file, and the 1,090th of 2,199 in information & media. In 2024, employees put in $3.30 for every $1.00 the employer contributed; active participation has shrunk from 97 to 57 since 2022.

Plan summary
Net assets, end of year$17,999,057
Participants with balances127
Active participants57
Employer contributions$379,588
Employee contributions$1,250,964
Employer contribution per active participant$6,659
Average account balance$141,725
Benefits paid to participants$2,462,109
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.0M · 127 accts · $380K emplr
2023$16.5M · 133 accts · $460K emplr
2022$13.6M · 141 accts · $473K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,950
Investment management$33,013
Total administrative$34,963
The Bluware, Inc 401(k) match · 2024
Employer contribution per active participant$6,659
Median for plans this size$2,416
2024$6,659 per active participant
2023$5,482 per active participant
2022$4,880 per active participant

Bluware, Inc's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$1,950
WEALTH PARTNER ALLIANCE · Investment advisory (plan)$33,013

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$34,963 · 0.20%
2023$30,202 · 0.20%
2022$27,920 · 0.20%
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Cpanel, LLC. TX$18.0M · 0.19%
Builder Homesite, Inc TX$17.6M · 0.13%
2012 Usp Holdings, Inc. TX$17.5M · 0.05%
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Veriforce, LLC TX$16.2M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760387892 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.