Plan Ledger DOL Form 5500 · updated monthly

Cavender Stores, LTD.401(k)

CAVENDER'S BOOT CITY 401(K) RETIREMENT PLAN · TYLER, TX · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Cavender Stores, LTD. reported $21,925 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $960 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 0.04% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,081st-largest of 5,688 plans among Texas employers on file, and the 666th of 5,215 in retail trade. In 2024, employees put in $1.73 for every $1.00 the employer contributed; active participation has grown from 1,334 to 1,488 since 2022.

Plan summary
Net assets, end of year$48,515,723
Participants with balances1,272
Active participants1,488
Employer contributions$1,428,639
Employee contributions$2,476,602
Employer contribution per active participant$960
Average account balance$38,141
Benefits paid to participants$3,622,972
Plan auditUnmodified (clean) audit opinion
AuditorHENRY & PETERS, PC.
Plan history3
Yearassets · accounts · employer contribution
2024$48.5M · 1,272 accts · $1.4M emplr
2023$43.2M · 968 accts · $1.3M emplr
2022$36.9M · 892 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,925
Total administrative$21,925
The Cavender Stores, LTD. 401(k) match · 2024
Employer contribution per active participant$960
Median for plans this size$2,416
2024$960 per active participant
2023$731 per active participant
2022$967 per active participant

Cavender Stores, LTD.'s 2024 employer contribution ran below the $2,416 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$21,925

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$21,925 · 0.05%
2023$19,977 · 0.05%
2022$16,822 · 0.04%
Same employer
Similar plansRetail Trade · Texas
Curtis C. Gunn, Inc. TX$54.7M · 0.34%
At Home Stores LLC TX$54.5M · 0.12%
Conn Appliances, Inc. TX$49.6M · 0.49%
Tropacaval Media, LLC TX$46.4M · 0.80%
Prime Communications, L.P. TX$45.5M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742648471 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.