Plan Ledger DOL Form 5500 · updated monthly

Bobby Cox Companies, Inc.401(k)

BOBBY COX COMPANIES, INC. 401(K) SAVINGS PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Bobby Cox Companies, Inc. reported $12,933 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $308 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 2 years on file its reported administrative ratio rose from 0.01% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 1,824th-largest of 5,688 plans among Texas employers on file, and 410th of 786 in management of companies. In 2024, employees put in $1.85 for every $1.00 the employer contributed; active participation has grown from 1,616 to 2,089 since 2022.

Plan summary
Net assets, end of year$23,277,199
Participants with balances293
Active participants2,089
Employer contributions$643,355
Employee contributions$1,190,061
Employer contribution per active participant$308
Average account balance$79,444
Benefits paid to participants$1,459,537
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.3M · 293 accts · $643K emplr
2023$20.7M · 281 accts · $551K emplr
2022$16.6M · 245 accts · $508K emplr
Administrative expenses, itemized · 2024
Trustee / custodial$12,933
Total administrative$12,933
The Bobby Cox Companies, Inc. 401(k) match · 2024
Employer contribution per active participant$308
Median for plans this size$2,416
2024$308 per active participant
2023$267 per active participant
2022$314 per active participant

Bobby Cox Companies, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20241
BOKF, NA · Investment management · Loan processing$7,627

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$12,933 · 0.06%
2023$1,387 · 0.01%
2022$1,915 · 0.01%
Same employer
Similar plansManagement of Companies · Texas
Darr Equipment, LP TX$25.5M · 0.37%
Lacalle Group, LLC TX$25.0M · 0.74%
Woodbolt Distribution, LLC TX$23.9M · 0.51%
Americo Bancshares, Inc. TX$22.6M · 0.48%
Black Forest Ventures, LLC TX$21.8M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752022854 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.