Plan Ledger DOL Form 5500 · updated monthly

Envoy Mortgage, LTD401(k)

ENVOY MORTGAGE, LTD 401(K) PLAN · HOUSTON, TX · plan year 2023

Reported admin expense ratio · 2023
0.22%

Envoy Mortgage, LTD reported $102,775 in plan administrative expenses for 2023: 0.22% of average plan assets, below the peer median. 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 $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,213th-largest of 5,688 plans among Texas employers on file, and the 1,920th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$41,157,429
Participants with balances749
Active participants204
Employer contributions—
Employee contributions$2,323,989
Employer contribution per active participant—
Average account balance$54,950
Benefits paid to participants$20,328,186
Plan auditUnmodified (clean) audit opinion
AuditorRICHEY MAY & CO
Plan history2
Yearassets · accounts · employer contribution
2024$0
2023$41.2M · 749 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$77,707
Investment management$25,068
Total administrative$102,775
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
ADP, INC. · Recordkeeping$77,706
ALLIANT INSURANCE AGENCY INC · Recordkeeping · Trustee$25,068
ADP BROKER-DEALER · Other servicesindirect 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, ALLIANT INSURANCE AGENCY INC, CATALINA CAPITAL GROUP, LLC
2023ADP, ALLIANT INSURANCE AGENCY INC

This plan has changed recordkeepers within these filings. If you left Envoy Mortgage, LTD before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024Not separately reported
2023$102,775 · 0.22%
Same employer
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Crestline Investors, Inc TX$44.2M · 0.04%
Jefferson Bancshares, Inc. TX$43.4M · 0.02%
Texas Partners Bank TX$43.1M · 0.20%
Third Coast Bank, Ssb TX$40.7M · 0.28%
Republic First Bank TX$40.6M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760700342 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.