Plan Ledger DOL Form 5500 · updated monthly

Buc-Ee's, LTD.401(k)

COMPANY SAVINGS PLAN · LAKE JACKSON, TX · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Buc-Ee's, LTD. reported $273,104 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,639 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 3 years on file its reported administrative ratio has held roughly steady near 0.47%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 833rd-largest of 5,688 plans among Texas employers on file, and the 501st of 5,215 in retail trade. In 2024, employees put in $1.24 for every $1.00 the employer contributed; active participation has grown from 3,500 to 6,149 since 2022.

Plan summary
Net assets, end of year$70,813,754
Participants with balances3,824
Active participants6,149
Employer contributions$10,078,248
Employee contributions$12,485,771
Employer contribution per active participant$1,639
Average account balance$18,518
Benefits paid to participants$6,823,686
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$70.8M · 3,824 accts · $10.1M emplr
2023$46.2M · 2,825 accts · $7.8M emplr
2022$24.6M · 1,735 accts · $4.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$219,659
Investment management$53,445
Total administrative$273,104
The Buc-Ee's, LTD. 401(k) match · 2024
Employer contribution per active participant$1,639
Median for plans this size$3,635
2024$1,639 per active participant
2023$1,516 per active participant
2022$1,358 per active participant

Buc-Ee's, LTD.'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 · 20241
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$272,653

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$273,104 · 0.47%
2023$195,218 · 0.55%
2022$100,625 · 0.46%
Same employer
Similar plansRetail Trade · Texas
Ubeo, LLC TX$79.1M · 0.18%
Dkk Holding Co., LTD TX$73.7M · 0.31%
Pay and Save Inc TX$63.8M · 0.52%
Mac Haik Management LLC TX$61.2M · 0.73%
Ancira Enterprises TX$57.2M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760140292 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.