Plan Ledger DOL Form 5500 · updated monthly

Dallas Arboretum401(k)

DALLAS ARBORETUM 401K PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Dallas Arboretum reported $27,741 in plan administrative expenses for 2024: 0.32% of average plan assets, below the peer median. Employer contributions averaged $774 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 0.315%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Texas (3,103rd of 5,688), and 694th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,719,153
Participants with balances97
Active participants149
Employer contributions$115,330
Employee contributions$295,805
Employer contribution per active participant$774
Average account balance$100,197
Benefits paid to participants$560,134
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$9.7M · 97 accts · $115K emplr
2022$6.2M · 85 accts · $123K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,741
Total administrative$27,741
The Dallas Arboretum 401(k) match · 2024
Employer contribution per active participant$774
Median for plans this size$1,313
2024$774 per active participant
2022$747 per active participant

Dallas Arboretum's 2024 employer contribution ran below the $1,313 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,741

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

Administrative cost history2
2024$27,741 · 0.32%
2022$23,267 · 0.32%
Same employer
Similar plansArts, Entertainment & Recreation · Texas
Santikos Enterprises, LLC TX$11.5M · 0.84%
Player One Amusement Group TX$10.4M · 0.51%
Alley Theatre TX$9.2M · 0.01%
Iatse 127 TX$8.9M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 237375815 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.