Plan Ledger DOL Form 5500 · updated monthly

Drh & Associates, Inc.401(k)

DRH & ASSOCIATES 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.13%

Drh & Associates, Inc. reported $2,347 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% 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 0.09% to 0.13%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (4,985th of 5,688), and 10,209th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$1,814,495
Participants with balances173
Active participants126
Employer contributions—
Employee contributions$198,237
Employer contribution per active participant—
Average account balance$10,488
Benefits paid to participants$381,984
Plan auditUnmodified (clean) audit opinion
AuditorCOTLAR PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$1.8M · 173 accts
2023$1.7M · 181 accts
2022$1.3M · 199 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,347
Total administrative$2,347
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 · 20242
ADP, INC. · Loan processing · Recordkeeping$2,347
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
2023ADP

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

Administrative cost history3
2024$2,347 · 0.13%
2023$2,048 · 0.14%
2022$1,104 · 0.09%
Similar plansHealth Care & Social Assistance · Texas
Catapult Health PA TX$1.9M · 0.45%
The Children's Shelter TX$1.9M · 0.85%
Mycentric Healthcare, LLC TX$1.9M · 0.41%
The Zachariah Group LLC TX$1.7M · 0.60%
Project Amistad, Inc. TX$1.7M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760535909 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.