Plan Ledger DOL Form 5500 · updated monthly

Crossover Markets LLC401(k)

CROSSOVER MULTIPLE EMPLOYER 401K PLAN · AUSTIN, TX · plan year 2021

Reported admin expense ratio · 2021
0.47%

Crossover Markets LLC reported $98,322 in plan administrative expenses for 2021: 0.47% of average plan assets, higher than ~75% of peers. 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 1 year on file its reported administrative ratio fell from 0.47% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 109 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,946th-largest of 5,688 plans among Texas employers on file, and the 5,339th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$21,179,118
Participants with balances357
Active participants75
Employer contributions—
Employee contributions$460,153
Employer contribution per active participant—
Average account balance$59,325
Benefits paid to participants$3,810,552
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2022$2K · 1 accts
2021$21.2M · 357 accts
Administrative expenses, itemized · 2021
Recordkeeping & contract admin$98,322
Total administrative$98,322
What these fees cost you

Annual cost at the plan's reported 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2022$27,917 · 0.26%
2021$98,322 · 0.47%
Same employer
Similar plansProfessional & Technical Services · Texas
Reel Fx, Inc. TX$21.6M · 0.20%
Mj Management, LLC TX$21.3M · 0.23%
Certain Affinity, Inc. TX$21.2M · 0.28%
Hearing Lab Technology, LLC TX$21.2M · 0.39%
Capitol Services, Inc. TX$21.1M · 0.11%
Applied Consultants, Inc. TX$21.0M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473307671 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.