Plan Ledger DOL Form 5500 · updated monthly

Carlson, Brigance & Doering, Inc.401(k)

CARLSON, BRIGANCE & DOERING, INC. RETIREMENT PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Carlson, Brigance & Doering, Inc. reported $57,147 in plan administrative expenses for 2024: 0.55% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,690 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 0.45% to 0.55%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (2,912th of 5,688), and 7,649th of 11,654 in professional & technical services. In 2024, employees put in $1.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,130,006
Participants with balances152
Active participants110
Employer contributions$405,875
Employee contributions$706,845
Employer contribution per active participant$3,690
Average account balance$73,224
Benefits paid to participants$701,371
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.1M · 152 accts · $406K emplr
2023$9.5M · 154 accts · $478K emplr
2022$7.7M · 161 accts · $350K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,147
Total administrative$57,147
The Carlson, Brigance & Doering, Inc. 401(k) match · 2024
Employer contribution per active participant$3,690
Median for plans this size$2,416
2024$3,690 per active participant
2023$4,119 per active participant
2022$3,179 per active participant

Carlson, Brigance & Doering, Inc.'s 2024 employer contribution ran above 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 · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$28,706
MERIDIAN WEALTH ADVISORS LLC · Investment advisory (plan)$24,990

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

Recordkeeper by year2
2024Transamerica
2023NOVA 401K ASSOCIATES LP, Transamerica

This plan has changed recordkeepers within these filings. If you left Carlson, Brigance & Doering, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$57,147 · 0.55%
2023$47,964 · 0.56%
2022$35,680 · 0.45%
Similar plansProfessional & Technical Services · Texas
Anaconda Inc TX$11.3M · 0.02%
Eag Services, Inc. TX$11.3M · 0.38%
Vrx, Inc. TX$11.2M · 0.21%
Eddyfi Corp TX$11.1M · 0.68%
Archpoint, LLC TX$11.0M · 0.77%
Iea, Inc. TX$11.0M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742434469 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.