Plan Ledger DOL Form 5500 · updated monthly

Graves, Dougherty, Hearon & Moody a Professional Corporation401(k)

GRAVES, DOUGHERTY, HEARON & MOODY 401(K) PLAN AND TRUST · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Graves, Dougherty, Hearon & Moody a Professional Corporation reported $31,495 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,748 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 rose from 0.056% to 0.060%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 979th-largest of 5,688 plans among Texas employers on file, and the 2,537th of 11,654 in professional & technical services. In 2024, employees put in $1.84 for every $1.00 the employer contributed; active participation has shrunk from 65 to 56 since 2022.

Plan summary
Net assets, end of year$55,727,802
Participants with balances106
Active participants56
Employer contributions$433,872
Employee contributions$796,994
Employer contribution per active participant$7,748
Average account balance$525,734
Benefits paid to participants$1,819,038
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$55.7M · 106 accts · $434K emplr
2023$49.8M · 116 accts · $475K emplr
2022$45.9M · 123 accts · $231K emplr
The Graves, Dougherty, Hearon & Moody a Professional Corporation 401(k) match · 2024
Employer contribution per active participant$7,748
Median for plans this size$3,635
2024$7,748 per active participant
2023$7,915 per active participant
2022$3,552 per active participant

Graves, Dougherty, Hearon & Moody a Professional Corporation's 2024 employer contribution ran above the $3,635 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 · 20244
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$13,376
VANGUARD ADVISERS INC. · Investment advisory (participants)$6,854
CROWE, LLP$6,615
RETIREMENT PLAN FIDUCIARIES, LLC$5,050

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$31,495 · 0.06%
2023$32,658 · 0.07%
2022$29,457 · 0.06%
Similar plansProfessional & Technical Services · Texas
Likewize Corp. TX$56.5M · 0.14%
Elevate Pfs Holdings Inc TX$56.3M · 0.28%
Gsi Environmental, Inc. TX$56.3M · 0.01%
Quisitive, LLC TX$55.3M · 0.30%
Ryder Scott Company, L.P. TX$54.2M · 0.02%
Gray Reed & McGraw LLP TX$54.1M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742587674 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.