Plan Ledger DOL Form 5500 · updated monthly

Good Fulton & Farrell, Inc.401(k)

GOOD FULTON & FARRELL, INC. 401(K) PROFIT SHARING PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Good Fulton & Farrell, Inc. reported $99,221 in plan administrative expenses for 2024: 0.44% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.44%. 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 1,795th-largest of 5,688 plans among Texas employers on file, and the 4,905th of 11,654 in professional & technical services. active participation has shrunk from 132 to 112 since 2022.

Plan summary
Net assets, end of year$23,967,785
Participants with balances163
Active participants112
Employer contributions$0
Employee contributions$937,678
Employer contribution per active participant$0
Average account balance$147,042
Benefits paid to participants$1,505,547
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.0M · 163 accts
2023$20.8M · 184 accts
2022$17.0M · 185 accts · $286K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$99,221
Total administrative$99,221
The Good Fulton & Farrell, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Good Fulton & Farrell, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$99,221
UBS FINANCIAL SERVICES INC · Investment advisory (plan)indirect comp
NOVA 401(K) ASSOCIATES · 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 history3
2024$99,221 · 0.44%
2023$84,178 · 0.45%
2022$79,377 · 0.42%
Same employer
Similar plansProfessional & Technical Services · Texas
Hill Family Group, Inc TX$24.7M · 0.20%
Taskus, Inc. TX$24.6M · 0.32%
Lexipol, LLC TX$24.2M · 0.13%
Neuman & Esser USA, Inc. TX$23.6M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751819845 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.