Plan Ledger DOL Form 5500 · updated monthly

Calloways Nursery, Inc.401(k)

CALLOWAY'S NURSERY, INC. 401(K) PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Calloways Nursery, Inc. reported $14,346 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. Employer contributions averaged $1,194 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 2.16% to 0.58%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Texas (4,583rd of 5,688), and 738th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.95 for every $1.00 the employer contributed; active participation has grown from 229 to 301 since 2022.

Plan summary
Net assets, end of year$3,016,232
Participants with balances317
Active participants301
Employer contributions$359,283
Employee contributions$701,634
Employer contribution per active participant$1,194
Average account balance$9,515
Benefits paid to participants$237,027
Plan auditUnmodified (clean) audit opinion
AuditorALEXANDER & WILLIAMS, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$3.0M · 317 accts · $359K emplr
2023$1.9M · 306 accts · $285K emplr
2022$1.0M · 242 accts · $275K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,214
Investment management$32
Total administrative$14,346
The Calloways Nursery, Inc. 401(k) match · 2024
Employer contribution per active participant$1,194
Median for plans this size$1,313
2024$1,194 per active participant
2023$1,085 per active participant
2022$1,201 per active participant

Calloways Nursery, Inc.'s 2024 employer contribution ran below the $1,313 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

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$14,346 · 0.58%
2023$6,309 · 0.43%
2022$14,351 · 2.16%
Same employer
Similar plansAgriculture, Forestry & Fishing · Texas
Stx Beef Company TX$4.7M · 1.01%
Cg Nation, LLC TX$3.2M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752092519 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.