Plan Ledger DOL Form 5500 · updated monthly

Daniel Coker Horton & Bell P.A.401(k)

DANIEL COKER HORTON & BELL, P.A. PROFIT SHARING 401(K) PLAN · JACKSON, MS · plan year 2022

Reported admin expense ratio · 2022
0.05%

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

Daniel Coker Horton & Bell P.A. reported $16,766 in plan administrative expenses for 2022: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,976 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 72nd-largest of 367 plans among Mississippi employers on file, and the 3,918th of 11,654 in professional & technical services. In 2022, the employer put in $1.18 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$32,422,408
Participants with balances79
Active participants50
Employer contributions$448,811
Employee contributions$380,858
Employer contribution per active participant$8,976
Average account balance$410,410
Benefits paid to participants$2,034,081
Plan auditUnmodified (clean) audit opinion
AuditorTANN, BROWN & RUSS CO., PLLC
Administrative expenses, itemized · 2022
Professional / advisory$15,500
Total administrative$16,766
The Daniel Coker Horton & Bell P.A. 401(k) match · 2022
Employer contribution per active participant$8,976
Median for plans this size$2,266

Daniel Coker Horton & Bell P.A.'s 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$16,766 · 0.05%
Same employer
Similar plansProfessional & Technical Services · Mississippi
Watkins & Eager PLLC MS$132.5M · 0.02%
Horne LLP MS$107.6M · 0.30%
Beyondtrust Corporation MS$104.8M · 0.18%
Forman Watkins Krutz LLP MS$26.1M · 0.01%
Seemann Composites, LLC MS$21.5M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 640653454 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.