Plan Ledger DOL Form 5500 · updated monthly

Cal Farley's401(k)

CAL FARLEY'S 401(K) PLAN · AMARILLO, TX · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Cal Farley's reported $116,433 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $2,217 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 0.33% to 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,664th-largest of 5,688 plans among Texas employers on file, and the 2,993rd of 11,911 in health care & social assistance. In 2024, employees put in $1.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,002,536
Participants with balances415
Active participants273
Employer contributions$605,115
Employee contributions$822,112
Employer contribution per active participant$2,217
Average account balance$65,066
Benefits paid to participants$3,542,660
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.0M · 415 accts · $605K emplr
2023$26.0M · 407 accts · $586K emplr
2022$25.0M · 401 accts · $575K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$116,433
Total administrative$116,433
The Cal Farley's 401(k) match · 2024
Employer contribution per active participant$2,217
Median for plans this size$2,416
2024$2,217 per active participant
2023$2,289 per active participant
2022$2,244 per active participant

Cal Farley's's 2024 employer contribution ran below 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 LIFE INSURANCE COMPANY · Recordkeeping · Investment management$6,126

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$116,433 · 0.44%
2023$65,227 · 0.26%
2022$89,026 · 0.33%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 750808768 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.