Plan Ledger DOL Form 5500 · updated monthly

Corgan Associates, Inc.401(k)

CORGAN ASSOCIATES, INC. 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Corgan Associates, Inc. reported $186,748 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $3,288 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 3 years on file its reported administrative ratio has held roughly steady near 0.167%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 542nd-largest of 5,688 plans among Texas employers on file, and the 1,257th of 11,654 in professional & technical services. In 2024, employees put in $2.18 for every $1.00 the employer contributed; active participation has grown from 753 to 1,046 since 2022.

Plan summary
Net assets, end of year$122,831,556
Participants with balances1,343
Active participants1,046
Employer contributions$3,439,671
Employee contributions$7,492,243
Employer contribution per active participant$3,288
Average account balance$91,461
Benefits paid to participants$5,571,960
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$122.8M · 1,343 accts · $3.4M emplr
2023$101.4M · 1,142 accts · $2.8M emplr
2022$83.8M · 1,007 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$85,905
Investment management$100,843
Total administrative$186,748
The Corgan Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$3,288
Median for plans this size$3,635
2024$3,288 per active participant
2023$3,137 per active participant
2022$3,012 per active participant

Corgan Associates, Inc.'s 2024 employer contribution ran below the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$85,905
CREATIVE PLANNING LLC · Investment advisory (plan)$73,529
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$27,314

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$186,748 · 0.17%
2023$146,735 · 0.16%
2022$152,009 · 0.17%
Same employer
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Maverick Capital, LTD. TX$124.6M · 0.06%
Argano, LLC TX$123.5M · 0.19%
Wood Mackenzie, Inc. TX$122.9M · 0.14%
Access Plans LLC TX$122.4M · 0.34%
Pbk Architects, Inc. TX$121.0M · 0.13%
D & M Holding Inc. TX$119.1M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751079692 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.