Plan Ledger DOL Form 5500 · updated monthly

Cockrell Interests LLC401(k)

COCKRELL INTERESTS THRIFT PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Cockrell Interests LLC reported $6,399 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,438 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 0.13% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 1,545th-largest of 5,688 plans among Texas employers on file, and the 369th of 786 in management of companies. In 2024, employees put in $1.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,030,613
Participants with balances140
Active participants101
Employer contributions$751,239
Employee contributions$1,081,081
Employer contribution per active participant$7,438
Average account balance$214,504
Benefits paid to participants$2,642,878
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$30.0M · 140 accts · $751K emplr
2023$27.7M · 137 accts · $782K emplr
2022$23.6M · 136 accts · $778K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,469
Investment management$2,930
Total administrative$6,399
The Cockrell Interests LLC 401(k) match · 2024
Employer contribution per active participant$7,438
Median for plans this size$2,416
2024$7,438 per active participant
2023$7,981 per active participant
2022$8,102 per active participant

Cockrell Interests LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,682
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$2,930

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$6,399 · 0.02%
2023$7,165 · 0.03%
2022$33,449 · 0.13%
Similar plansManagement of Companies · Texas
U.S. Occmed Holdings, LLC TX$37.2M · 0.04%
Westex Bancorp, Inc. TX$31.0M · 0.04%
Erika Flowers TX$30.0M · 0.44%
Puris, LLC TX$27.9M · 0.46%
Darr Equipment, LP TX$25.5M · 0.37%
Lacalle Group, LLC TX$25.0M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455622734 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.