Plan Ledger DOL Form 5500 · updated monthly

Fourth Enterprises, LLC401(k)

FOURTH ENTERPRISES, LLC 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Fourth Enterprises, LLC reported $42,723 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,160 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 fell from 0.14% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,310th-largest of 5,688 plans among Texas employers on file, and the 3,486th of 11,654 in professional & technical services. In 2024, employees put in $3.83 for every $1.00 the employer contributed; active participation has shrunk from 439 to 335 since 2022.

Plan summary
Net assets, end of year$37,432,840
Participants with balances757
Active participants335
Employer contributions$723,707
Employee contributions$2,772,555
Employer contribution per active participant$2,160
Average account balance$49,449
Benefits paid to participants$5,175,207
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$37.4M · 757 accts · $724K emplr
2023$33.9M · 669 accts · $941K emplr
2022$28.7M · 713 accts · $711K emplr
Administrative expenses, itemized · 2024
Investment management$51,000
Total administrative$42,723
The Fourth Enterprises, LLC 401(k) match · 2024
Employer contribution per active participant$2,160
Median for plans this size$2,416
2024$2,160 per active participant
2023$2,752 per active participant
2022$1,619 per active participant

Fourth Enterprises, LLC's 2024 employer contribution ran below the $2,416 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 · 20242
OSAIC WEALTH INC · Investment advisory (plan)$51,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$42,723 · 0.12%
2023$27,809 · 0.09%
2022$44,970 · 0.14%
Same employer
Similar plansProfessional & Technical Services · Texas
Rkd Group, LLC TX$38.8M · 0.47%
Cs Disco, Inc. TX$37.9M · 0.43%
Databank Holdings, LTD. TX$37.3M · 0.04%
Camin Cargo Control, Inc. TX$36.7M · 0.33%
Hartline Barger LLP TX$36.4M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800841558 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.