Plan Ledger DOL Form 5500 · updated monthly

Fogarty & Klein, Inc. 9THWONDER401(k)

9TH WONDER 401(K) PLAN · HOUSTON, TX · plan year 2022

Reported admin expense ratio · 2022
0.27%

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

Fogarty & Klein, Inc. 9THWONDER reported $38,528 in plan administrative expenses for 2022: 0.27% of average plan assets, above the peer median. Employer contributions averaged $1,388 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,591st-largest of 5,688 plans among Texas employers on file, and 6,941st of 11,654 in professional & technical services. In 2022, employees put in $4.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,563,626
Participants with balances265
Active participants152
Employer contributions$211,037
Employee contributions$1,049,318
Employer contribution per active participant$1,388
Average account balance$51,183
Benefits paid to participants$586,327
Plan auditUnmodified (clean) audit opinion
AuditorHTL CPAS & BUSINESS ADVISORS LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$24,890
Investment management$13,638
Total administrative$38,528
The Fogarty & Klein, Inc. 9THWONDER 401(k) match · 2022
Employer contribution per active participant$1,388
Median for plans this size$2,266

Fogarty & Klein, Inc. 9THWONDER's 2022 employer contribution ran below the $2,266 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$38,528 · 0.27%
Similar plansProfessional & Technical Services · Texas
Ensite Usa,Inc TX$13.6M · 0.23%
Stoneeagle, F&I, Inc. TX$13.6M · 0.58%
Mastek, Inc. TX$13.6M · 1.01%
Rev.com, Inc. TX$13.5M · 0.19%
Axiom Professionals, LLC TX$13.5M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742113531 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.