Plan Ledger DOL Form 5500 · updated monthly

Great Western Financial Services, Inc.401(k)

GREAT WESTERN FINANCIAL SERVICES, INC. 401(K) PLAN · PLANO, TX · plan year 2022

Reported admin expense ratio · 2022
1.22%

Great Western Financial Services, Inc. reported $30,107 in plan administrative expenses for 2022: 1.22% of average plan assets, higher than ~90% of peers. 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 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Texas (4,811th of 5,688), and 4,642nd of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$2,279,964
Participants with balances80
Active participants67
Employer contributions—
Employee contributions$287,479
Employer contribution per active participant—
Average account balance$28,500
Benefits paid to participants$147,275
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Professional / advisory$30,107
Total administrative$30,107
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$30,107 · 1.22%
Similar plansFinance & Insurance · Texas
Gold Star Finance, Inc. TX$2.5M · 0.15%
J & K Pms, Inc TX$1.8M · 1.20%
49 Management Company TX$1.6M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751794257 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.