Plan Ledger DOL Form 5500 · updated monthly

Boka Powell, LLC401(k)

BOKA POWELL, LLC. 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Boka Powell, LLC reported $47,076 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $2,742 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 0.361%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,634th-largest of 5,688 plans among Texas employers on file, and 7,034th of 11,654 in professional & technical services. In 2024, employees put in $1.98 for every $1.00 the employer contributed; active participation has shrunk from 112 to 84 since 2022.

Plan summary
Net assets, end of year$13,228,719
Participants with balances116
Active participants84
Employer contributions$230,324
Employee contributions$455,580
Employer contribution per active participant$2,742
Average account balance$114,041
Benefits paid to participants$1,789,110
Plan auditUnmodified (clean) audit opinion
AuditorCJ CPA GROUP, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$13.2M · 116 accts · $230K emplr
2023$12.8M · 123 accts · $360K emplr
2022$10.7M · 120 accts · $341K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,460
Investment management$25,616
Total administrative$47,076
The Boka Powell, LLC 401(k) match · 2024
Employer contribution per active participant$2,742
Median for plans this size$2,416
2024$2,742 per active participant
2023$3,997 per active participant
2022$3,046 per active participant

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

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$21,460
OSAIC WEALTH INC · Investment advisory (plan)$19,583
CLOSED DLR-WOODBURY FINANCIAL · Investment advisory (plan)$6,034

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$47,076 · 0.36%
2023$43,297 · 0.37%
2022$40,268 · 0.36%
Same employer
Similar plansProfessional & Technical Services · Texas
Grantworks, Inc TX$13.4M · 0.39%
Calian Corp TX$13.4M · 0.47%
Calvetti Ferguson, LLC TX$13.2M · 0.38%
Canva US, Inc. TX$13.1M · 0.41%
Stracon Services Group, LLC TX$13.0M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752850109 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.