Plan Ledger DOL Form 5500 · updated monthly

Embrey Development Company401(k)

EMBREY DEVELOPMENT COMPANY 401(K) PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Embrey Development Company reported $73,177 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $1,660 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 0.02% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 1,944th-largest of 5,688 plans among Texas employers on file, and the 586th of 2,534 in administrative & support services. In 2024, employees put in $2.04 for every $1.00 the employer contributed; active participation has grown from 197 to 596 since 2022.

Plan summary
Net assets, end of year$21,198,921
Participants with balances376
Active participants596
Employer contributions$989,366
Employee contributions$2,019,201
Employer contribution per active participant$1,660
Average account balance$56,380
Benefits paid to participants$2,966,600
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.2M · 376 accts · $989K emplr
2023$18.3M · 350 accts · $805K emplr
2022$10.9M · 206 accts · $565K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,007
Investment management$34,170
Total administrative$73,177
The Embrey Development Company 401(k) match · 2024
Employer contribution per active participant$1,660
Median for plans this size$2,416
2024$1,660 per active participant
2023$1,578 per active participant
2022$2,866 per active participant

Embrey Development Company's 2024 employer contribution ran below 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$39,007
ALERA INVESTMENT ADVISORS LLC · Investment advisory (plan)$34,170

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

Administrative cost history3
2024$73,177 · 0.37%
2023$12,081 · 0.08%
2022$2,014 · 0.02%
Same employer
Similar plansAdministrative & Support Services · Texas
Iris Telehealth, Inc TX$22.9M · 0.36%
Cotton Holdings, Inc. TX$22.1M · 0.59%
The Bms Enterprises, LLC TX$21.7M · 0.42%
Lifesize, Inc. TX$20.7M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742652722 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.