Plan Ledger DOL Form 5500 · updated monthly

Bourque Holdings, LLC401(k)

BOURQUE HOLDINGS 401(K) PLAN · THE WOODLANDS, 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

Bourque Holdings, LLC reported $67,587 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $3,349 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 0.32% to 0.36%. 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 2,008th-largest of 5,688 plans among Texas employers on file, and the 5,481st of 11,654 in professional & technical services. In 2024, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,345,477
Participants with balances144
Active participants173
Employer contributions$579,412
Employee contributions$1,011,295
Employer contribution per active participant$3,349
Average account balance$141,288
Benefits paid to participants$883,911
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.3M · 144 accts · $579K emplr
2023$17.0M · 110 accts · $553K emplr
2022$13.3M · 138 accts · $532K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$67,587
Total administrative$67,587
The Bourque Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$3,349
Median for plans this size$2,416
2024$3,349 per active participant
2023$4,288 per active participant
2022$3,095 per active participant

Bourque Holdings, 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 · 20241
JOHN HANCOCK RETIREMENT PLAN SERVIC · Recordkeeping · Investment management$67,588

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$67,587 · 0.36%
2023$52,850 · 0.35%
2022$46,064 · 0.32%
Similar plansProfessional & Technical Services · Texas
Rignet, Inc. TX$20.4M · 0.07%
Thomas J. Henry Law Firm TX$20.4M · 0.70%
King Aerospace, Inc. TX$20.4M · 0.62%
Motivus, LLC TX$20.0M · 0.59%
New Tech Engineering LP TX$20.0M · 0.42%
Smartcomms, LLC TX$20.0M · 0.29%
Authentix, Inc. TX$19.8M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844306683 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.