Plan Ledger DOL Form 5500 · updated monthly

Doc Corporate Group, LLC401(k)

DOC 401(K) PLAN · ADDISON, TX · plan year 2024

Reported admin expense ratio · 2024
0.56%

Doc Corporate Group, LLC reported $18,008 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. 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 rose from 0.37% to 0.56%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Texas (4,506th of 5,688), and 694th of 786 in management of companies. active participation has shrunk from 276 to 218 since 2022.

Plan summary
Net assets, end of year$3,280,453
Participants with balances93
Active participants218
Employer contributions—
Employee contributions$405,396
Employer contribution per active participant—
Average account balance$35,274
Benefits paid to participants$689,822
Plan auditUnmodified (clean) audit opinion
AuditorGROW RASMUSSEN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.3M · 93 accts
2023$3.2M · 120 accts
2022$2.4M · 145 accts · $337K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,541
Investment management$9,467
Total administrative$18,008
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
NEWPORT GROUP, INC. · Recordkeeping · Loan processing$6,406

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$18,008 · 0.56%
2023$11,887 · 0.43%
2022$8,308 · 0.37%
Same employer
Similar plansManagement of Companies · Texas
Healthcare Media, LLC TX$4.1M · 0.12%
Ckmc Enterprises, LTD. TX$3.7M · 0.03%
Zips Car Wash, LLC TX$3.2M · 0.87%
The Plank Companies, Inc. TX$2.8M · 0.74%
Ebq, LLC TX$2.8M · 0.54%
Dynacq Healthcare, Inc. TX$2.4M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811370970 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.