Plan Ledger DOL Form 5500 · updated monthly

Fma Alliance, LTD401(k)

FMA ALLIANCE, LTD 401K & PROFIT SHARING PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Fma Alliance, LTD reported $28,626 in plan administrative expenses for 2024: 0.65% of average plan assets, above the peer median. Employer contributions averaged $1,051 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 0.57% to 0.65%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Texas (4,070th of 5,688), and 1,440th of 2,534 in administrative & support services. In 2024, employees put in $1.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,953,439
Participants with balances122
Active participants290
Employer contributions$304,872
Employee contributions$605,075
Employer contribution per active participant$1,051
Average account balance$40,602
Benefits paid to participants$176,831
Plan auditUnmodified (clean) audit opinion
AuditorCANAS CPA LLC
Plan history2
Yearassets · accounts · employer contribution
2024$5.0M · 122 accts · $305K emplr
2022$3.1M · 87 accts · $175K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,606
Investment management$20,020
Total administrative$28,626
The Fma Alliance, LTD 401(k) match · 2024
Employer contribution per active participant$1,051
Median for plans this size$1,313
2024$1,051 per active participant
2022$720 per active participant

Fma Alliance, LTD's 2024 employer contribution ran below the $1,313 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 · 20243
RESOURCES INVESTMENT ADVISORS, INC. · Recordkeeping · Trustee$20,020
ADP, INC. · Loan processing · Recordkeeping$8,605
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.

Administrative cost history2
2024$28,626 · 0.65%
2022$18,860 · 0.57%
Similar plansAdministrative & Support Services · Texas
Swipejobs, Inc. TX$5.3M · 1.26%
Vetiq Staffing, Inc. TX$5.3M · 0.98%
Maviro, Inc. TX$5.2M · 0.60%
Telvista, Inc. TX$5.0M · 0.38%
Windsor HR Services, Inc. TX$4.9M · 0.80%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760620321 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.