Coats, Rose, Yale, Ryman & Lee, P.C.401(k)

Coats, Rose, Yale, Ryman & Lee, P.C.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $75,855,010 across 153 participant accounts, with employer contributions averaging $11,224 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio fell from 0.003% to 0.002%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 790th-largest of 5,688 plans among Texas employers on file, and the 1,917th of 11,654 in professional & technical services. In 2024, employees put in $1.08 for every $1.00 the employer contributed.