Plan Ledger DOL Form 5500 · updated monthly

Datavox, Inc.401(k)

DATAVOX INC. 401(K) PROFIT SHARING PLAN & TRUST · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Datavox, Inc. reported $84,001 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $2,729 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 0.340%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 1,656th-largest of 5,688 plans among Texas employers on file, and the 839th of 2,199 in information & media. In 2024, employees put in $2.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,171,141
Participants with balances185
Active participants220
Employer contributions$600,415
Employee contributions$1,210,698
Employer contribution per active participant$2,729
Average account balance$146,871
Benefits paid to participants$1,022,376
Plan auditUnmodified (clean) audit opinion
AuditorWEINSTEIN SPIRA
Plan history3
Yearassets · accounts · employer contribution
2024$27.2M · 185 accts · $600K emplr
2023$22.2M · 177 accts · $551K emplr
2022$17.5M · 164 accts · $499K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,913
Investment management$37,088
Audit (IQPA)$20,000
Total administrative$84,001
The Datavox, Inc. 401(k) match · 2024
Employer contribution per active participant$2,729
Median for plans this size$2,416
2024$2,729 per active participant
2023$2,518 per active participant
2022$2,422 per active participant

Datavox, Inc.'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
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$37,088
ADP, INC. · Loan processing · Recordkeeping$26,913
WEINSTEIN SPIRA & COMPANY P.C · Recordkeeping · Pension consulting$20,000
ADP BROKER-DEALER · Other servicesindirect 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, Bank of America / Merrill, WEINSTEIN SPIRA & COMPANY P.C
2023ADP, Bank of America / Merrill, WEINSTEIN SPIRA & COMPANY P.C

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Administrative cost history3
2024$84,001 · 0.34%
2023$75,888 · 0.38%
2022$69,858 · 0.34%
Same employer
Similar plansInformation & Media · Texas
Rategain Technologies, Inc. TX$28.7M · 0.45%
Personify Corporation TX$28.5M · 0.33%
Extenet Systems. Inc. TX$27.4M · 0.27%
Exponent Technologies, Inc. TX$27.3M · 0.34%
Asure Software, Inc. TX$25.6M · 0.41%
Apogee Telecom Inc. TX$25.3M · 0.16%
Zilliant, Inc. TX$24.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760251479 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.