Plan Ledger DOL Form 5500 · updated monthly

Curtain Wall Design & Consulting Inc.401(k)

CURTAIN WALL DESIGN & CONSULTING INC. EMPLOYEES SAVINGS PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Curtain Wall Design & Consulting Inc. reported $131,953 in plan administrative expenses for 2024: 0.23% of average plan assets, above the peer median. Employer contributions averaged $15,025 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 0.229%. 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 926th-largest of 5,688 plans among Texas employers on file, and the 2,342nd of 11,654 in professional & technical services. In 2024, the employer put in $1.20 for every $1.00 employees contributed themselves; active participation has shrunk from 174 to 156 since 2022.

Plan summary
Net assets, end of year$60,944,319
Participants with balances211
Active participants156
Employer contributions$2,343,864
Employee contributions$1,954,801
Employer contribution per active participant$15,025
Average account balance$288,836
Benefits paid to participants$3,503,847
Plan auditUnmodified (clean) audit opinion
AuditorPHILLIP V. GEORGE, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$60.9M · 211 accts · $2.3M emplr
2023$54.3M · 217 accts · $2.7M emplr
2022$44.5M · 214 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,236
Investment management$77,717
Audit (IQPA)$9,000
Total administrative$131,953
The Curtain Wall Design & Consulting Inc. 401(k) match · 2024
Employer contribution per active participant$15,025
Median for plans this size$3,635
2024$15,025 per active participant
2023$16,002 per active participant
2022$14,222 per active participant

Curtain Wall Design & Consulting Inc.'s 2024 employer contribution ran above the $3,635 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 · 20244
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$77,715
JPMORGAN INVEST HOLDINGS LLC$45,236
PHILLIP V GEORGE DBA PHILLIP V GEOR · Accounting / audit$9,000
CHARLES SCHWAB & CO., INC. · Securities brokerage$2

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$131,953 · 0.23%
2023$114,778 · 0.23%
2022$95,628 · 0.23%
Same employer
Similar plansProfessional & Technical Services · Texas
Cyrusone LLC TX$64.4M · 0.32%
Khoros TX$63.2M · 0.21%
Huckabee & Associates, Inc. TX$62.5M · 0.36%
Idera, Inc. TX$61.7M · 0.19%
Simplifi Holdings, LLC TX$60.2M · 0.06%
Hydril USA Distribution LLC TX$57.3M · 0.47%
Raba Kistner, Inc. TX$57.2M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751425924 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.