Plan Ledger DOL Form 5500 · updated monthly

Fun Town Rv, LP401(k)

FUN TOWN RV RETIREMENT SAVINGS PLAN · CLEBURNE, TX · plan year 2024

Reported admin expense ratio · 2024
0.87%

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

Fun Town Rv, LP reported $95,431 in plan administrative expenses for 2024: 0.87% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,493 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 3 years on file its reported administrative ratio has held roughly steady near 0.87%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (2,910th of 5,688), and the 2,426th of 5,215 in retail trade. In 2024, employees put in $1.05 for every $1.00 the employer contributed; active participation has grown from 582 to 805 since 2022.

Plan summary
Net assets, end of year$11,142,039
Participants with balances767
Active participants805
Employer contributions$1,201,598
Employee contributions$1,259,752
Employer contribution per active participant$1,493
Average account balance$14,527
Benefits paid to participants$3,463,884
Plan auditUnmodified (clean) audit opinion
AuditorJ. TAYLOR & ASSOCIATES, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$11.1M · 767 accts · $1.2M emplr
2023$10.8M · 676 accts · $1.5M emplr
2022$8.6M · 665 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,087
Investment management$33,344
Total administrative$95,431
The Fun Town Rv, LP 401(k) match · 2024
Employer contribution per active participant$1,493
Median for plans this size$2,416
2024$1,493 per active participant
2023$2,684 per active participant
2022$2,333 per active participant

Fun Town Rv, LP'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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$62,088
FROST BANK · Investment advisory (plan)$30,626

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$95,431 · 0.87%
2023$87,292 · 0.90%
2022$73,167 · 0.85%
Same employer
Similar plansRetail Trade · Texas
Ag-Power TX$11.3M · 0.04%
Palm Beach Tan Inc. TX$11.3M · 0.61%
Conner Industries, Inc. TX$11.0M · 1.15%
Culligan Southwest, Inc. TX$11.0M · 0.07%
Alixarx, LLC TX$10.9M · 0.14%
2020 Companies, Inc. TX$10.9M · 0.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800596286 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.