Plan Ledger DOL Form 5500 · updated monthly

Complete Rx, LTD.401(k)

COMPLETE RX, LTD. 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Complete Rx, LTD. reported $82,434 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $2,214 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 0.34% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,799th-largest of 5,688 plans among Texas employers on file, and the 1,253rd of 5,215 in retail trade. In 2024, employees put in $3.62 for every $1.00 the employer contributed; active participation has grown from 99 to 138 since 2022.

Plan summary
Net assets, end of year$23,908,357
Participants with balances247
Active participants138
Employer contributions$305,490
Employee contributions$1,105,457
Employer contribution per active participant$2,214
Average account balance$96,795
Benefits paid to participants$2,003,749
Plan auditUnmodified (clean) audit opinion
AuditorHARPER PEARSON
Plan history3
Yearassets · accounts · employer contribution
2024$23.9M · 247 accts · $305K emplr
2023$21.7M · 226 accts · $342K emplr
2022$18.6M · 230 accts · $285K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,523
Investment management$56,911
Total administrative$82,434
The Complete Rx, LTD. 401(k) match · 2024
Employer contribution per active participant$2,214
Median for plans this size$2,416
2024$2,214 per active participant
2023$3,320 per active participant
2022$2,877 per active participant

Complete Rx, LTD.'s 2024 employer contribution ran below 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 · 20243
UBS FINANCIAL SERVICES, INC. · Recordkeeping · Trustee$56,911
ADP, INC. · Loan processing · Recordkeeping$25,523
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, UBS
2023ADP, UBS

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Administrative cost history3
2024$82,434 · 0.36%
2023$70,915 · 0.35%
2022$74,479 · 0.34%
Same employer
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Redi-Carpet, Inc. TX$25.3M · 0.34%
Tetco, Inc. TX$24.2M · 0.47%
Auto, Lllp dba Autoinc TX$23.4M · 0.36%
Cavender Cadillac Company TX$23.2M · 0.07%
Indigo Auto Group TX$22.6M · 0.30%
Calendar Holdings LLC TX$22.5M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760558688 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.