Plan Ledger DOL Form 5500 · updated monthly

Brock Enterprises, LLC401(k)

BROCK ENTERPRISES, LLC 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Brock Enterprises, LLC reported $255,301 in plan administrative expenses for 2024: 0.30% of average plan assets, higher than ~75% of peers. Employer contributions averaged $234 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 fell from 0.37% to 0.30%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 711th-largest of 5,688 plans among Texas employers on file, and the 685th of 5,337 in construction. In 2024, employees put in $4.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$88,045,153
Participants with balances1,938
Active participants6,469
Employer contributions$1,514,140
Employee contributions$6,416,792
Employer contribution per active participant$234
Average account balance$45,431
Benefits paid to participants$15,332,594
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$88.0M · 1,938 accts · $1.5M emplr
2023$83.6M · 1,825 accts · $928K emplr
2022$46.9M · 1,468 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$104,892
Investment management$65,000
Audit (IQPA)$85,409
Total administrative$255,301
The Brock Enterprises, LLC 401(k) match · 2024
Employer contribution per active participant$234
Median for plans this size$3,635
2024$234 per active participant
2023$137 per active participant
2022$176 per active participant

Brock Enterprises, LLC's 2024 employer contribution ran below the $3,635 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 · 20244
WHITLEYPENN · Accounting / audit$67,034
CREATIVE PLANNING LLC · Investment advisory (plan)$65,000
ARMANINO LLP · Accounting / audit$18,375

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$255,301 · 0.30%
2023$256,242 · 0.39%
2022$197,459 · 0.37%
Same employer
Similar plansConstruction · Texas
E. E. Reed Co., LTD TX$89.5M · 0.01%
Mammoet USA South, Inc TX$82.0M · 0.40%
Southland Holdings, LLC TX$80.6M · 0.28%
Chesmar Group, Inc. TX$78.6M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741266414 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.