Plan Ledger DOL Form 5500 · updated monthly

Dunaway Associates, L.P.401(k)

DUNAWAY ASSOCIATES, L.P. 401(K) PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Dunaway Associates, L.P. reported $79,539 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $4,875 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 3 years on file its reported administrative ratio has held roughly steady near 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,214th-largest of 5,688 plans among Texas employers on file, and the 3,230th of 11,654 in professional & technical services. In 2024, employees put in $1.55 for every $1.00 the employer contributed; active participation has grown from 215 to 355 since 2022.

Plan summary
Net assets, end of year$41,156,713
Participants with balances396
Active participants355
Employer contributions$1,730,771
Employee contributions$2,686,689
Employer contribution per active participant$4,875
Average account balance$103,931
Benefits paid to participants$1,834,441
Plan auditUnmodified (clean) audit opinion
AuditorSUTTON FROST CARY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$41.2M · 396 accts · $1.7M emplr
2023$33.3M · 315 accts · $1.3M emplr
2022$25.4M · 264 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,839
Investment management$25,608
Trustee / custodial$2,992
Total administrative$79,539
The Dunaway Associates, L.P. 401(k) match · 2024
Employer contribution per active participant$4,875
Median for plans this size$2,416
2024$4,875 per active participant
2023$4,936 per active participant
2022$5,121 per active participant

Dunaway Associates, L.P.'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 · 20241
BOKF, NA · Investment management · Loan processing$79,638

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$79,539 · 0.21%
2023$63,568 · 0.22%
2022$61,481 · 0.22%
Same employer
Similar plansProfessional & Technical Services · Texas
Melton & Melton, LLP TX$41.8M · 0.13%
Intega, Inc. TX$41.6M · 0.21%
Tpn Holdings LLC TX$41.2M · 0.37%
Embark Consulting, LLC TX$40.3M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900279196 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.