Plan Ledger DOL Form 5500 · updated monthly

Don Durden, Inc.ESOP

DON DURDEN EMPLOYEE STOCK OWNERSHIP PLAN · SAN ANTONIO, TX · plan year 2022

Reported admin expense ratio · 2022
2.39%

Don Durden, Inc. reported $127,413 in plan administrative expenses for 2022: 2.39% of average plan assets, higher than ~90% of peers. 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 2.39% to 7.00%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (4,745th of 5,688), and 10,709th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$2,502,645
Participants with balances139
Active participants0
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$18,005
Benefits paid to participants$5,539,071
Plan auditUnmodified (clean) audit opinion
AuditorADKF, P.C.
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$755K · 142 accts
2023$1.6M · 142 accts
2022$2.5M · 139 accts
Administrative expenses, itemized · 2022
Professional / advisory$125,528
Total administrative$127,413
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.

Recordkeeper by year2
2024BSI
2023BSI

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025Not separately reported
2024$82,003 · 7.00%
2023$93,301 · 4.56%
2022$127,413 · 2.39%
Similar plansProfessional & Technical Services · Texas
Austin Csi, LLC TX$2.8M · 0.52%
Hauck Enterprises LTD. TX$2.6M · 1.17%
Hielan Payroll, LLC TX$2.6M · 1.23%
Techwave Consulting, Inc. TX$2.4M · 0.15%
Govind Development, LLC TX$2.4M · 1.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742330985 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.