What are the fees in the Ebby Halliday, Inc. ESOP plan?

For plan year 2022, Ebby Halliday, Inc. reported $40,030 in plan administrative expenses, or 4.72% of average plan assets — higher than ~90% of peers. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Ebby Halliday, Inc. 401(k)?

The average participant account balance was $2,332 for plan year 2022, based on 265 accounts.

Ebby Halliday, Inc.ESOP

Name: Ebby Halliday, Inc. 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

EBBY HALLIDAY, INC. PROFIT SHARING PLAN · PLANO, TX · plan year 2022

Reported admin expense ratio · 2022

4.72%

Ebby Halliday, Inc. reported $40,030 in plan administrative expenses for 2022: 4.72% 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (5,401st of 5,688), and 2,014th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$617,909
Participants with balances265
Active participants0
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$2,332
Benefits paid to participants$659,740
Plan auditUnmodified (clean) audit opinion
AuditorKELLOGG AND KELLOGG, P.C.

Plan history2

Yearassets · accounts · employer contribution

2023$0

2022$618K · 265 accts

Administrative expenses, itemized · 2022

Professional / advisory$27,821

Total administrative$40,030

What these fees cost you

Your balance

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2

2023Not separately reported

2022$40,030 · 4.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751039207 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.