Plan Ledger DOL Form 5500 · updated monthly

Disability Rights Texas401(k)

DISABILITY RIGHTS TEXAS 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Disability Rights Texas reported $85,798 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $5,900 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 0.52% to 0.44%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,933rd-largest of 5,688 plans among Texas employers on file, and the 3,508th of 11,911 in health care & social assistance. In 2024, employees put in $1.25 for every $1.00 the employer contributed; active participation has grown from 150 to 166 since 2022.

Plan summary
Net assets, end of year$21,419,307
Participants with balances245
Active participants166
Employer contributions$979,417
Employee contributions$1,225,740
Employer contribution per active participant$5,900
Average account balance$87,426
Benefits paid to participants$891,723
Plan auditUnmodified (clean) audit opinion
AuditorKAYLA J WALLACE, CPA
Plan history3
Yearassets · accounts · employer contribution
2024$21.4M · 245 accts · $979K emplr
2023$17.9M · 237 accts · $817K emplr
2022$14.9M · 225 accts · $790K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$85,798
Total administrative$85,798
The Disability Rights Texas 401(k) match · 2024
Employer contribution per active participant$5,900
Median for plans this size$2,416
2024$5,900 per active participant
2023$4,952 per active participant
2022$5,267 per active participant

Disability Rights Texas's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
CWM LLC · Investment advisory (plan)$38,748
EMPOWER ADVISORY GROUP, LLC · Investment management$17,763
THE ALLOCATION COMPANY · Contract administrator$6,775
KAYLA J. WALLACE, CPA$8,250

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

Administrative cost history3
2024$85,798 · 0.44%
2023$84,306 · 0.51%
2022$82,387 · 0.52%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Lubbock Heart Hospital, LP TX$21.9M · 0.64%
Dallas Renal Group PA TX$21.6M · 0.14%
Southern Innovations, LLC TX$21.1M · 0.26%
Stonegate Senior Living, LP TX$20.9M · 0.64%
Oceans Acquisition, Inc. TX$20.7M · 1.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741916289 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.