Plan Ledger DOL Form 5500 · updated monthly

Cody Pools, Inc.401(k)

CODY POOLS 401(K) PLAN · ROUND ROCK, TX · plan year 2024

Reported admin expense ratio · 2024
0.87%

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

Cody Pools, Inc. reported $164,021 in plan administrative expenses for 2024: 0.87% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,448 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 1.13% to 0.87%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 1,970th-largest of 5,688 plans among Texas employers on file, and the 1,973rd of 5,337 in construction. In 2024, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,760,699
Participants with balances340
Active participants396
Employer contributions$1,365,396
Employee contributions$2,517,316
Employer contribution per active participant$3,448
Average account balance$61,061
Benefits paid to participants$2,354,502
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.8M · 340 accts · $1.4M emplr
2023$16.8M · 326 accts · $1.2M emplr
2022$12.4M · 273 accts · $994K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$138,789
Investment management$25,232
Total administrative$164,021
The Cody Pools, Inc. 401(k) match · 2024
Employer contribution per active participant$3,448
Median for plans this size$2,416
2024$3,448 per active participant
2023$3,002 per active participant
2022$2,568 per active participant

Cody Pools, Inc.'s 2024 employer contribution ran above 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
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$3,678

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$164,021 · 0.87%
2023$132,732 · 0.91%
2022$113,391 · 1.13%
Same employer
Similar plansConstruction · Texas
Brazos Paving, Inc. TX$21.5M · 0.00%
The Bosworth Company TX$21.3M · 0.82%
Hellas Construction , Inc. TX$20.4M · 0.56%
Potter Holdings Inc TX$20.4M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208907120 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.