Plan Ledger DOL Form 5500 · updated monthly

Embrey Management Services, LTD401(k)

EMBREY MANAGEMENT SERVICES, LTD. 401(K) PLAN · SAN ANTONIO, TX · plan year 2022

Reported admin expense ratio · 2022
1.52%

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

Embrey Management Services, LTD reported $27,341 in plan administrative expenses for 2022: 1.52% of average plan assets, higher than ~90% of peers. Employer contributions averaged $504 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (4,996th of 5,688), and 1,883rd of 2,096 in real estate & leasing. In 2022, employees put in $2.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,778,081
Participants with balances122
Active participants211
Employer contributions$106,421
Employee contributions$255,048
Employer contribution per active participant$504
Average account balance$14,574
Benefits paid to participants$180,081
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $51K emplr
2022$1.8M · 122 accts · $106K emplr
The Embrey Management Services, LTD 401(k) match · 2022
Employer contribution per active participant$504
Median for plans this size$1,114

Embrey Management Services, LTD's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. 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.

Administrative cost history2
2023Not separately reported
2022$27,341 · 1.52%
Similar plansReal Estate & Leasing · Texas
Grayco Partners LLC TX$1.8M · 0.28%
Hospice Source, LLC TX$1.7M · 0.30%
Rreaf Holdings, LLC TX$1.7M · 1.67%
Megatel Homes, LLC TX$1.6M · 1.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742983197 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.