Plan Ledger DOL Form 5500 · updated monthly

Goree Architects Inc.401(k)

GOREE ARCHITECTS INC. 401K PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Goree Architects Inc. reported $9,656 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $2,395 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (3,527th of 5,688), and 8,912th of 11,654 in professional & technical services. In 2024, employees put in $2.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,376,739
Participants with balances148
Active participants155
Employer contributions$371,219
Employee contributions$771,687
Employer contribution per active participant$2,395
Average account balance$49,843
Benefits paid to participants$1,161,359
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,959
Investment management$1,697
Total administrative$9,656
The Goree Architects Inc. 401(k) match · 2024
Employer contribution per active participant$2,395
Median for plans this size$1,313

Goree Architects Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20242
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$1,658
ONEAMERICA RETIREMENT SERVICES LLC · Plan administrator · Named fiduciary$6,331

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

Administrative cost history1
2024$9,656 · 0.22%
Same employer
Similar plansProfessional & Technical Services · Texas
Elm Street Technology LLC TX$7.5M · 0.70%
Datamars, Inc. TX$7.5M · 0.06%
Union Supply Group, Inc. TX$7.5M · 0.67%
Civilcorp, LLC TX$7.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760687452 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.