Plan Ledger DOL Form 5500 · updated monthly

Cobb, Fendley & Associates, Inc.401(k)

COBB, FENDLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Cobb, Fendley & Associates, Inc. reported $2,445 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,958 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 0.08% to 0.00%. 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 837th-largest of 5,688 plans among Texas employers on file, and the 2,063rd of 11,654 in professional & technical services. In 2024, employees put in $2.61 for every $1.00 the employer contributed; active participation has grown from 592 to 679 since 2022.

Plan summary
Net assets, end of year$70,053,298
Participants with balances839
Active participants679
Employer contributions$2,008,204
Employee contributions$5,236,740
Employer contribution per active participant$2,958
Average account balance$83,496
Benefits paid to participants$6,686,907
Plan auditUnmodified (clean) audit opinion
AuditorEEPB
Plan history3
Yearassets · accounts · employer contribution
2024$70.1M · 839 accts · $2.0M emplr
2023$60.5M · 774 accts · $1.7M emplr
2022$48.7M · 752 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,445
Total administrative$2,445
The Cobb, Fendley & Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$2,958
Median for plans this size$3,635
2024$2,958 per active participant
2023$2,821 per active participant
2022$2,379 per active participant

Cobb, Fendley & Associates, Inc.'s 2024 employer contribution ran below the $3,635 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
JPMORGAN INVEST HOLDINGS LLC$2,445

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$2,445 · 0.00%
2023$2,280 · 0.00%
2022$38,424 · 0.08%
All plans at this employer2
COBB, FENDLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN401(k)
COBB, FENDLEY & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansProfessional & Technical Services · Texas
Wpengine, Inc. TX$72.0M · 0.25%
Aegis Aerospace, Inc. TX$71.8M · 0.03%
Bggmc, LLC TX$70.0M · 0.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 742192879 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.