Plan Ledger DOL Form 5500 · updated monthly

Communities Foundation of Texas401(k)

COMMUNITIES FOUNDATION OF TEXAS 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Communities Foundation of Texas reported $27,311 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $8,274 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 0.17% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,981st-largest of 5,688 plans among Texas employers on file, and the 1,036th of 3,341 in other services. In 2024, employees put in $1.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,636,209
Participants with balances207
Active participants128
Employer contributions$1,059,132
Employee contributions$1,214,766
Employer contribution per active participant$8,274
Average account balance$99,692
Benefits paid to participants$3,856,016
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.6M · 207 accts · $1.1M emplr
2023$19.5M · 201 accts · $1.1M emplr
2022$16.8M · 197 accts · $957K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,173
Investment management$7,138
Total administrative$27,311
The Communities Foundation of Texas 401(k) match · 2024
Employer contribution per active participant$8,274
Median for plans this size$2,416
2024$8,274 per active participant
2023$8,208 per active participant
2022$6,839 per active participant

Communities Foundation of Texas'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$20,173
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,138

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$27,311 · 0.14%
2023$24,491 · 0.14%
2022$32,213 · 0.17%
Same employer
Similar plansOther Services · Texas
Sport Clips, Inc. TX$21.9M · 0.08%
Dallas Theological Seminary TX$20.9M · 0.50%
Brandon & Clark, Inc. TX$19.4M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750964565 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.