Plan Ledger DOL Form 5500 · updated monthly

Easter Seals Rio Grande ValleyDC plan

403(B) THRIFT PLAN FOR EMPLOYEES OF EASTER SEALS RIO GRANDE VALLEY · MCALLEN, TX · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Easter Seals Rio Grande Valley reported $1,821 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,644 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 0.01% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Texas (3,468th of 5,688), and 1,927th of 3,341 in other services. In 2024, employees put in $1.10 for every $1.00 the employer contributed; active participation has grown from 188 to 222 since 2022.

Plan summary
Net assets, end of year$7,598,483
Participants with balances267
Active participants222
Employer contributions$364,945
Employee contributions$402,074
Employer contribution per active participant$1,644
Average account balance$28,459
Benefits paid to participants$486,521
Plan auditDisclaimer of opinion
AuditorRUSSON + JOHNSTON LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 267 accts · $365K emplr
2023$6.4M · 296 accts · $344K emplr
2022$5.0M · 269 accts · $273K emplr
Employer contributions to the Easter Seals Rio Grande Valley plan · 2024
Employer contribution per active participant$1,644
Median for plans this size$1,313
2024$1,644 per active participant
2023$1,586 per active participant
2022$1,450 per active participant

Easter Seals Rio Grande Valley's 2024 employer contribution ran above 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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$1,821

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$1,821 · 0.03%
2023$830 · 0.01%
2022$603 · 0.01%
Similar plansOther Services · Texas
Service Industrial, Inc. TX$8.3M · 0.05%
United Fp Management, LLC TX$8.3M · 1.03%
Hope Media Group TX$7.7M · 1.06%
The Intellekt Group TX$7.4M · 0.66%
Arms of Hope TX$7.1M · 0.02%
Contract Datascan LP TX$7.1M · 0.68%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 741233800 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.