Plan Ledger DOL Form 5500 · updated monthly

Curtis C. Gunn, Inc.401(k)

CURTIS C. GUNN, INC. 401(K) PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Curtis C. Gunn, Inc. reported $173,217 in plan administrative expenses for 2024: 0.34% of average plan assets, higher than ~75% of peers. Employer contributions averaged $179 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 0.36% to 0.34%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 991st-largest of 5,688 plans among Texas employers on file, and the 610th of 5,215 in retail trade. In 2024, employees put in $30.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$54,718,685
Participants with balances891
Active participants619
Employer contributions$110,900
Employee contributions$3,430,219
Employer contribution per active participant$179
Average account balance$61,413
Benefits paid to participants$2,734,735
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$54.7M · 891 accts · $111K emplr
2023$48.1M · 860 accts · $281K emplr
2022$40.5M · 969 accts · $225K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$85,666
Investment management$87,551
Total administrative$173,217
The Curtis C. Gunn, Inc. 401(k) match · 2024
Employer contribution per active participant$179
Median for plans this size$3,635
2024$179 per active participant
2023$486 per active participant
2022$392 per active participant

Curtis C. Gunn, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20243
MORGAN STANLEY SMITH BARNEY · Recordkeeping · Trustee$87,551
ADP, INC. · Loan processing · Recordkeeping$85,666
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, Morgan Stanley
2023ADP, Morgan Stanley

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$173,217 · 0.34%
2023$164,294 · 0.37%
2022$157,736 · 0.36%
Same employer
Similar plansRetail Trade · Texas
Mac Haik Management LLC TX$61.2M · 0.73%
Ancira Enterprises TX$57.2M · 0.24%
Pcf Acquisition Co. TX$57.0M · 0.38%
At Home Stores LLC TX$54.5M · 0.12%
Conn Appliances, Inc. TX$49.6M · 0.49%
Cavender Stores, LTD. TX$48.5M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742143518 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.