Plan Ledger DOL Form 5500 · updated monthly

Broaddus & Associates, Inc.401(k)

BROADDUS & ASSOCIATES, INC. 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Broaddus & Associates, Inc. reported $42,002 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $6,227 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 has held roughly steady near 0.321%. 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 2,543rd-largest of 5,688 plans among Texas employers on file, and 6,828th of 11,654 in professional & technical services. In 2024, employees put in $1.77 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,995,027
Participants with balances168
Active participants125
Employer contributions$778,420
Employee contributions$1,375,610
Employer contribution per active participant$6,227
Average account balance$83,304
Benefits paid to participants$2,246,411
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$14.0M · 168 accts · $778K emplr
2023$12.2M · 158 accts · $622K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,344
Investment management$28,658
Total administrative$42,002
The Broaddus & Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$6,227
Median for plans this size$2,416
2024$6,227 per active participant
2023$5,138 per active participant

Broaddus & Associates, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20243
AXA ADVISORS LLC · Investment advisory (plan)$25,635
EMPOWER ADVISORY GROUP, LLC · Investment management$3,023

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

Administrative cost history2
2024$42,002 · 0.32%
2023$40,129 · 0.32%
Same employer
Similar plansProfessional & Technical Services · Texas
A.S.C.I.B., L.P. TX$14.2M · 0.29%
Lanvera, LTD. TX$14.0M · 0.08%
Liaison Resources, LP TX$14.0M · 0.33%
Access Sciences Corporation TX$14.0M · 0.40%
One Network Enterprises TX$13.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742985884 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.