Plan Ledger DOL Form 5500 · updated monthly

Camelot Services Inc.401(k)

CAMELOT SERVICES INC. 401K PLAN · PLANO, TX · plan year 2023

Reported admin expense ratio · 2023
0.49%

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

Camelot Services Inc. reported $21,327 in plan administrative expenses for 2023: 0.49% of average plan assets, below the peer median. Employer contributions averaged $1,242 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 1 year on file its reported administrative ratio fell from 0.70% to 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (4,154th of 5,688), and 1,551st of 2,096 in real estate & leasing. In 2023, employees put in $2.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,671,454
Participants with balances91
Active participants99
Employer contributions$122,970
Employee contributions$353,574
Employer contribution per active participant$1,242
Average account balance$51,335
Benefits paid to participants$678,760
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$4.7M · 91 accts · $123K emplr
2022$4.0M · 109 accts · $121K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$15,971
Investment management$5,356
Total administrative$21,327
The Camelot Services Inc. 401(k) match · 2023
Employer contribution per active participant$1,242
Median for plans this size$1,308
2023$1,242 per active participant
2022$1,199 per active participant

Camelot Services Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$710
EDWARD D JONES & CO LP · Investment advisory (plan)$5,356
MORNINGSTAR INC. MORNINGSTAR ASSO$606
EDWARD D JONES AND CO · Consultingindirect comp

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

Administrative cost history2
2023$21,327 · 0.49%
2022$30,238 · 0.70%
Same employer
Similar plansReal Estate & Leasing · Texas
Goodwin Management, Inc. TX$5.0M · 0.91%
Psw Home, LLC TX$4.9M · 0.72%
Msi Acquisitions, LLC TX$4.8M · 0.18%
B/R Data, Inc. TX$4.7M · 0.13%
Outdoorsy Holdings, Inc. TX$4.7M · 1.42%
Buyers Barricades, Inc. TX$4.7M · 0.34%
Bright Industries, LLC TX$4.2M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752900074 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.