Plan Ledger DOL Form 5500 · updated monthly

Dallas Theological Seminary401(k)

DALLAS THEOLOGICAL SEMINARY RETIREMENT SAVINGS PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Dallas Theological Seminary reported $93,119 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,700 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 0.94% to 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,963rd-largest of 5,688 plans among Texas employers on file, and the 1,021st of 3,341 in other services. In 2024, employees put in $1.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,898,653
Participants with balances490
Active participants426
Employer contributions$1,150,013
Employee contributions$1,555,816
Employer contribution per active participant$2,700
Average account balance$42,650
Benefits paid to participants$662,675
Plan auditUnmodified (clean) audit opinion
AuditorCAPIN CROUSE LLC
Plan history3
Yearassets · accounts · employer contribution
2024$20.9M · 490 accts · $1.2M emplr
2023$16.7M · 466 accts · $1.0M emplr
2022$13.2M · 451 accts · $872K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,182
Investment management$16,474
Audit (IQPA)$17,700
Trustee / custodial$9,342
Total administrative$93,119
The Dallas Theological Seminary 401(k) match · 2024
Employer contribution per active participant$2,700
Median for plans this size$2,416
2024$2,700 per active participant
2023$3,020 per active participant
2022$2,164 per active participant

Dallas Theological Seminary's 2024 employer contribution ran above the $2,416 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 · 20244
MILLIMAN · Recordkeeping · Consulting$50,185
CAPIN CROUSE, LLP · Accounting / audit$17,700
MERCER INVESTMENT CONSULTANTS · Consulting · Investment advisory (plan)$16,474
CHARLES SCHWAB & CO., INC · Custodial (securities)indirect 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
2024Milliman
2023Milliman

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

Administrative cost history3
2024$93,119 · 0.50%
2023$72,489 · 0.49%
2022$110,482 · 0.94%
Same employer
Similar plansOther Services · Texas
Liberty Lift Solutions LLC TX$22.7M · 0.26%
Sport Clips, Inc. TX$21.9M · 0.08%
Brandon & Clark, Inc. TX$19.4M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750827421 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.