Plan Ledger DOL Form 5500 · updated monthly

Doggett Company, LLC401(k)

DOGGETT COMPANY, LLC 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Doggett Company, LLC reported $215,612 in plan administrative expenses for 2024: 0.36% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,025 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 rose from 0.25% to 0.36%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 891st-largest of 5,688 plans among Texas employers on file, and the 640th of 4,246 in wholesale trade. In 2024, employees put in $3.06 for every $1.00 the employer contributed; active participation has grown from 1,590 to 2,126 since 2022.

Plan summary
Net assets, end of year$65,009,253
Participants with balances981
Active participants2,126
Employer contributions$2,179,415
Employee contributions$6,662,373
Employer contribution per active participant$1,025
Average account balance$66,268
Benefits paid to participants$6,276,231
Plan auditUnmodified (clean) audit opinion
AuditorWRINKLE, GARDNER & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$65.0M · 981 accts · $2.2M emplr
2023$53.2M · 833 accts · $1.9M emplr
2022$41.0M · 771 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,455
Audit (IQPA)$16,500
Total administrative$215,612
The Doggett Company, LLC 401(k) match · 2024
Employer contribution per active participant$1,025
Median for plans this size$3,635
2024$1,025 per active participant
2023$1,091 per active participant
2022$1,223 per active participant

Doggett Company, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20243
ALLIANT RETIREMENT CONSULTING · Consulting · Investment advisory (participants)$101,988
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$57,232
WRINKLE GARDNER AND CO · Accounting / audit$16,500

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$215,612 · 0.36%
2023$109,731 · 0.23%
2022$103,459 · 0.25%
Same employer
Similar plansWholesale Trade · Texas
Eoc Holdings. LLC TX$69.0M · 0.00%
Bwi Companies, Inc. TX$67.4M · 0.32%
Nexeo Plastics, LLC TX$64.7M · 0.16%
Prime Controls, L.P. TX$63.6M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830501816 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.