Plan Ledger DOL Form 5500 · updated monthly

Dunham & Jones Attorneys at Law, PC401(k)

DUNHAM & JONES ATTORNEYS AT LAW 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.91%

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

Dunham & Jones Attorneys at Law, PC reported $59,863 in plan administrative expenses for 2024: 0.91% of average plan assets, higher than ~75% of peers. Employer contributions averaged $907 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 0.87% to 0.91%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (3,574th of 5,688), and 8,998th of 11,654 in professional & technical services. In 2024, employees put in $2.99 for every $1.00 the employer contributed; active participation has grown from 210 to 238 since 2022.

Plan summary
Net assets, end of year$7,132,815
Participants with balances208
Active participants238
Employer contributions$215,811
Employee contributions$645,992
Employer contribution per active participant$907
Average account balance$34,292
Benefits paid to participants$393,291
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.1M · 208 accts · $216K emplr
2023$6.0M · 201 accts · $206K emplr
2022$4.5M · 198 accts · $198K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,966
Investment management$19,576
Trustee / custodial$3,110
Total administrative$59,863
The Dunham & Jones Attorneys at Law, PC 401(k) match · 2024
Employer contribution per active participant$907
Median for plans this size$1,313
2024$907 per active participant
2023$843 per active participant
2022$943 per active participant

Dunham & Jones Attorneys at Law, PC's 2024 employer contribution ran below the $1,313 median for plans its size. 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
EMPLOYEE INCENTIVE PLANS, INC · Claims processing · Contract administrator$16,966
ATLASMARK FINANCIAL, INC · Consulting · Investment advisory (participants)$19,576
FIDELITY BROKERAGE SERVICES, INC. · Claims processing · Custodial (securities)$3,110

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024EMPLOYEE INCENTIVE PLANS, INC
2023EMPLOYEE INCENTIVE PLANS, INC

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

Administrative cost history3
2024$59,863 · 0.91%
2023$46,507 · 0.89%
2022$39,927 · 0.87%
Same employer
Similar plansProfessional & Technical Services · Texas
Union Supply Group, Inc. TX$7.5M · 0.67%
Goree Architects Inc. TX$7.4M · 0.22%
Civilcorp, LLC TX$7.2M · 0.02%
Cybersoft TX$7.0M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742863594 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.