Plan Ledger DOL Form 5500 · updated monthly

Edminster, Hinshaw, Russ & Assoc401(k)

EHRA 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Edminster, Hinshaw, Russ & Assoc reported $83,762 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $3,887 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 fell from 0.48% to 0.45%. 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 1,973rd-largest of 5,688 plans among Texas employers on file, and the 5,423rd of 11,654 in professional & technical services. In 2024, employees put in $1.77 for every $1.00 the employer contributed; active participation has grown from 183 to 224 since 2022.

Plan summary
Net assets, end of year$20,737,591
Participants with balances250
Active participants224
Employer contributions$870,676
Employee contributions$1,544,128
Employer contribution per active participant$3,887
Average account balance$82,950
Benefits paid to participants$646,621
Plan auditUnmodified (clean) audit opinion
AuditorMILLER GROSSBARD ADVISORS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$20.7M · 250 accts · $871K emplr
2023$16.6M · 217 accts · $771K emplr
2022$14.8M · 222 accts · $764K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,186
Investment management$45,576
Total administrative$83,762
The Edminster, Hinshaw, Russ & Assoc 401(k) match · 2024
Employer contribution per active participant$3,887
Median for plans this size$2,416
2024$3,887 per active participant
2023$4,235 per active participant
2022$4,175 per active participant

Edminster, Hinshaw, Russ & Assoc's 2024 employer contribution ran above the $2,416 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
LPL FINANCIAL · Recordkeeping · Trustee$45,576
ADP, INC. · Loan processing · Recordkeeping$38,186
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, LPL Financial
2023ADP, LPL Financial

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

Administrative cost history3
2024$83,762 · 0.45%
2023$70,460 · 0.45%
2022$72,704 · 0.48%
All plans at this employer2
EHRA 401(K) PLAN401(k)
EDMINSTER, HINSHAW, RUSS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP
Same employer
Similar plansProfessional & Technical Services · Texas
Capitol Services, Inc. TX$21.1M · 0.11%
Applied Consultants, Inc. TX$21.0M · 0.23%
Panini America Inc TX$20.6M · 0.02%
Ids Engineering Group Inc. TX$20.6M · 0.00%
Rignet, Inc. TX$20.4M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 741593498 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.