Plan Ledger DOL Form 5500 · updated monthly

Flatonia Investments, LLC401(k)

FLATONIA INVESTMENTS, LLC 401(K) PLAN · HOUSTON, TX · plan year 2022

Reported admin expense ratio · 2022
0.23%

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

Flatonia Investments, LLC reported $129,169 in plan administrative expenses for 2022: 0.23% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,211 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 $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,032nd-largest of 5,688 plans among Texas employers on file, and the 1,625th of 4,798 in finance & insurance. In 2022, employees put in $2.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$51,600,194
Participants with balances977
Active participants585
Employer contributions$1,878,421
Employee contributions$5,390,099
Employer contribution per active participant$3,211
Average account balance$52,815
Benefits paid to participants$6,597,350
Plan auditUnmodified (clean) audit opinion
AuditorRICHEY MAY & CO
The Flatonia Investments, LLC 401(k) match · 2022
Employer contribution per active participant$3,211
Median for plans this size$3,449

Flatonia Investments, LLC's 2022 employer contribution ran below the $3,449 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$129,169 · 0.23%
Similar plansFinance & Insurance · Texas
Ezcorp, Inc. TX$52.4M · 0.60%
Affinipay LLC TX$51.6M · 0.21%
Quantlab Financial, LLC TX$50.8M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262522372 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.