Plan Ledger DOL Form 5500 · updated monthly

Cokinos & Young, a Professional401(k)

COKINOS YOUNG 401(K) PROFIT SHARING PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Cokinos & Young, a Professional reported $16,866 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,199 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 rose from 0.04% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,365th-largest of 5,688 plans among Texas employers on file, and the 3,656th of 11,654 in professional & technical services. In 2024, employees put in $2.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,353,777
Participants with balances233
Active participants149
Employer contributions$774,608
Employee contributions$1,823,043
Employer contribution per active participant$5,199
Average account balance$151,733
Benefits paid to participants$2,898,761
Plan auditUnmodified (clean) audit opinion
AuditorWRINKLE, GARDNER & COMPANY, PC.
Plan history3
Yearassets · accounts · employer contribution
2024$35.4M · 233 accts · $775K emplr
2023$30.9M · 155 accts · $924K emplr
2022$25.9M · 229 accts · $857K emplr
The Cokinos & Young, a Professional 401(k) match · 2024
Employer contribution per active participant$5,199
Median for plans this size$2,416
2024$5,199 per active participant
2023$6,078 per active participant
2022$5,872 per active participant

Cokinos & Young, a Professional'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 · 20246
NATIONWIDE · Investment management$44,117
BRINKER CAPITAL INVESTMENTS · Investment advisory (participants)$13,499
NATIONWIDE · Investment management$3,197
CAMBRIDGE INVESTMENT RESEARCH · Investment managementindirect comp
NATIONWIDE · Investment advisory (participants)indirect comp
CAMBRIDGE INVESTMENT RESEARCH · Investment managementindirect comp

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$16,866 · 0.05%
2023$13,732 · 0.05%
2022$12,291 · 0.04%
Same employer
Similar plansProfessional & Technical Services · Texas
Trintech Inc. TX$36.0M · 0.41%
Suveto Buyer, LLC TX$35.6M · 0.80%
Vysus Moduspec Inc. TX$35.6M · 0.08%
Stem, Inc. TX$35.3M · 0.25%
Corel Inc. TX$35.1M · 0.20%
Moroch Holdings, Inc. TX$35.0M · 0.22%
Pinnacle Asset Integrity TX$34.9M · 0.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 760288148 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.