Plan Ledger DOL Form 5500 · updated monthly

Economic Opportunities Advance401(k)

403(B) THRIFT PLAN OF ECONOMIC OPPORTUNITIES ADVANCEMENT CORPORATION · WACO, TX · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Economic Opportunities Advance reported $4,148 in plan administrative expenses for 2024: 0.17% of average plan assets, lower than ~75% of peers. Employer contributions averaged $741 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 0.12% to 0.17%. 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 (4,739th of 5,688), and 9,629th of 11,911 in health care & social assistance. In 2024, the employer put in $2.88 for every $1.00 employees contributed themselves; active participation has grown from 175 to 229 since 2022.

Plan summary
Net assets, end of year$2,519,696
Participants with balances275
Active participants229
Employer contributions$169,591
Employee contributions$58,988
Employer contribution per active participant$741
Average account balance$9,163
Benefits paid to participants$363,459
Plan auditUnmodified (clean) audit opinion
AuditorPATTILLO, BROWN, & HILL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$2.5M · 275 accts · $170K emplr
2023$2.4M · 246 accts · $173K emplr
2022$2.2M · 256 accts · $178K emplr
The Economic Opportunities Advance 401(k) match · 2024
Employer contribution per active participant$741
Median for plans this size$1,313
2024$741 per active participant
2023$892 per active participant
2022$1,017 per active participant

Economic Opportunities Advance'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 · 20241
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$5,097

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$4,148 · 0.17%
2023$3,204 · 0.14%
2022$2,882 · 0.12%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Teach Me Personnel, LLC TX$2.6M · 0.59%
Healing Hands Healthcare TX$2.5M · 0.22%
Houston Hospice TX$2.5M · 0.36%
Urgent Care for Kids, LLC TX$2.5M · 1.48%
Proscribe, LLC TX$2.5M · 0.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741549077 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.