Plan Ledger DOL Form 5500 · updated monthly

Brian Loncar PC401(k)

BRIAN LONCAR PC 401(K) PROFIT SHARING PLAN AND TRUST · DALLAS, TX · plan year 2022

Reported admin expense ratio · 2022
0.26%

Brian Loncar PC reported $19,780 in plan administrative expenses for 2022: 0.26% of average plan assets, below the peer median. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (3,623rd of 5,688), and 9,052nd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$6,965,678
Participants with balances90
Active participants48
Employer contributions—
Employee contributions$249,588
Employer contribution per active participant—
Average account balance$77,396
Benefits paid to participants$127,016
Plan auditUnmodified (clean) audit opinion
AuditorHOWARD LLP
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$19,780 · 0.26%
Same employer
Similar plansProfessional & Technical Services · Texas
Cybersoft TX$7.0M · 0.47%
Emerald Cloud Lab, Inc. TX$6.9M · 0.04%
Anadarko Industries, LLC TX$6.9M · 0.03%
Ipsecure, Inc. TX$6.9M · 0.68%
The Pursuant Group, Inc. TX$6.9M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752240725 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.