Plan Ledger DOL Form 5500 · updated monthly

Chalk Mountain Services of Texas, LLC401(k)

CHALK MOUNTAIN SERVICES OF TEXAS, LLC 401(K) PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Chalk Mountain Services of Texas, LLC reported $69,688 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,576 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 0.72% to 0.51%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 2,428th-largest of 5,688 plans among Texas employers on file, and the 902nd of 2,677 in transportation & warehousing. In 2024, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,004,534
Participants with balances423
Active participants724
Employer contributions$1,141,249
Employee contributions$1,920,323
Employer contribution per active participant$1,576
Average account balance$35,472
Benefits paid to participants$1,852,325
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.0M · 423 accts · $1.1M emplr
2023$12.2M · 376 accts · $980K emplr
2022$10.1M · 453 accts · $944K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,157
Investment management$8,415
Trustee / custodial$12,890
Total administrative$69,688
The Chalk Mountain Services of Texas, LLC 401(k) match · 2024
Employer contribution per active participant$1,576
Median for plans this size$2,416
2024$1,576 per active participant
2023$1,468 per active participant
2022$1,392 per active participant

Chalk Mountain Services of Texas, LLC'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
BOKF, NA · Custodial (securities) · Trustee$69,688

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$69,688 · 0.51%
2023$72,976 · 0.66%
2022$73,232 · 0.72%
Same employer
Similar plansTransportation & Warehousing · Texas
Gulf Stream Marine, Inc. TX$17.8M · 0.19%
Uship, Inc TX$17.4M · 0.39%
Enstor Gas, LLC TX$15.6M · 0.11%
Nextdecade Lng, LLC TX$15.0M · 0.01%
Central Freight Lines Inc. TX$14.4M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205470208 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.