Plan Ledger DOL Form 5500 · updated monthly

Bonial & Associates, P.C.401(k)

BONIAL & ASSOCIATES, P.C. 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.73%

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

Bonial & Associates, P.C. reported $26,731 in plan administrative expenses for 2024: 0.73% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.67% to 0.73%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (4,398th of 5,688), and 10,295th of 11,654 in professional & technical services. active participation has shrunk from 62 to 48 since 2022.

Plan summary
Net assets, end of year$3,670,454
Participants with balances98
Active participants48
Employer contributions$0
Employee contributions$235,537
Employer contribution per active participant$0
Average account balance$37,454
Benefits paid to participants$645,261
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.7M · 98 accts
2023$3.6M · 110 accts
2022$3.1M · 110 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,155
Investment management$11,576
Total administrative$26,731
The Bonial & Associates, P.C. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Bonial & Associates, P.C.'s 2024 employer contribution ran below the $1,313 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$15,155
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$11,576

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$26,731 · 0.73%
2023$22,784 · 0.67%
2022$24,249 · 0.67%
Similar plansProfessional & Technical Services · Texas
Datamark Incorporated TX$3.7M · 1.38%
Wegman Partners LLC TX$3.7M · 0.73%
Tekton Research, Inc. TX$3.7M · 1.63%
Studio 3 Marketing TX$3.5M · 0.53%
Gas Global Services, LLC TX$3.4M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752285329 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.