Plan Ledger DOL Form 5500 · updated monthly

Elm Street Technology LLC401(k)

ELM STREET TECHNOLOGY LLC 401(K) PROFIT SHARING PLAN & TRUST · FRISCO, TX · plan year 2022

Reported admin expense ratio · 2022
0.70%

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

Elm Street Technology LLC reported $39,445 in plan administrative expenses for 2022: 0.70% of average plan assets, above the peer median. Employer contributions averaged $1,332 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 0.70% to 0.60%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (3,492nd of 5,688), and 8,862nd of 11,654 in professional & technical services. In 2022, employees put in $3.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,523,751
Participants with balances152
Active participants274
Employer contributions$365,036
Employee contributions$1,211,505
Employer contribution per active participant$1,332
Average account balance$49,498
Benefits paid to participants$1,119,801
Plan auditUnmodified (clean) audit opinion
AuditorPOOLER CPA GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$6.8M · 180 accts · $141K emplr
2023$6.7M · 220 accts · $429K emplr
2022$7.5M · 152 accts · $365K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$39,445
Total administrative$39,445
The Elm Street Technology LLC 401(k) match · 2022
Employer contribution per active participant$1,332
Median for plans this size$1,114
2024$1,570 per active participant
2023$4,048 per active participant
2022$1,332 per active participant

Elm Street Technology LLC's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024Paychex
2023Paychex

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Administrative cost history3
2024$40,058 · 0.60%
2023$46,492 · 0.65%
2022$39,445 · 0.70%
Similar plansProfessional & Technical Services · Texas
Welltec, Inc. TX$7.7M · 0.45%
Allata, LLC TX$7.7M · 0.84%
Prosource.It, LTD. TX$7.6M · 0.58%
Datamars, Inc. TX$7.5M · 0.06%
Union Supply Group, Inc. TX$7.5M · 0.67%
Goree Architects Inc. TX$7.4M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811345214 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.