Plan Ledger DOL Form 5500 · updated monthly

Gr Birdwell Construction, LP401(k)

GR BIRDWELL CONSTRUCTION, LP 401(K) PROFIT SHARING PLAN & TRUST · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Gr Birdwell Construction, LP reported $33,818 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $3,644 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 0.23% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 2,081st-largest of 5,688 plans among Texas employers on file, and the 2,074th of 5,337 in construction. In 2024, employees put in $1.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,287,610
Participants with balances169
Active participants153
Employer contributions$557,589
Employee contributions$699,489
Employer contribution per active participant$3,644
Average account balance$114,128
Benefits paid to participants$1,028,631
Plan auditUnmodified (clean) audit opinion
AuditorDESROCHES PARTNERS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$19.3M · 169 accts · $558K emplr
2023$16.7M · 152 accts · $305K emplr
2022$14.6M · 183 accts · $413K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,106
Investment management$123
Total administrative$33,818
The Gr Birdwell Construction, LP 401(k) match · 2024
Employer contribution per active participant$3,644
Median for plans this size$2,416
2024$3,644 per active participant
2023$2,405 per active participant
2022$2,907 per active participant

Gr Birdwell Construction, LP's 2024 employer contribution ran above 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$32,106

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$33,818 · 0.19%
2023$30,322 · 0.19%
2022$37,101 · 0.23%
Same employer
Similar plansConstruction · Texas
Hellas Construction , Inc. TX$20.4M · 0.56%
Potter Holdings Inc TX$20.4M · 0.71%
Cec Electrical, Inc. TX$19.7M · 0.83%
Beyer Services, LLC TX$19.2M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741971206 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.