Plan Ledger DOL Form 5500 · updated monthly

F.W. Walton, Inc401(k)

ASSOCIATIONS OF TEXAS MEP · HOUSTON, TX · plan year 2022

Reported admin expense ratio · 2022
1.64%

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

F.W. Walton, Inc reported $6,611 in plan administrative expenses for 2022: 1.64% of average plan assets, above the peer median. Employer contributions averaged $534 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (5,476th of 5,688), and 5,233rd of 5,337 in construction. In 2022, employees put in $3.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$444,970
Participants with balances38
Active participants99
Employer contributions$52,892
Employee contributions$191,024
Employer contribution per active participant$534
Average account balance$11,710
Benefits paid to participants$89,995
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$4,239
Professional / advisory$2,372
Total administrative$6,611
The F.W. Walton, Inc 401(k) match · 2022
Employer contribution per active participant$534
Median for plans this size$331

F.W. Walton, Inc's 2022 employer contribution ran above the $331 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.

Administrative cost history1
2022$6,611 · 1.64%
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Source: U.S. Department of Labor, Form 5500 series, EIN 760027651 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.