Plan Ledger DOL Form 5500 · updated monthly

Gwr 401(K) Plan401(k)

GWR EQUITIES, LLC · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Gwr 401(K) Plan reported $13,887 in plan administrative expenses for 2024: 0.36% of average plan assets, below the peer median. Employer contributions averaged $335 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 0.36%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (4,272nd of 5,688), and 1,621st of 2,096 in real estate & leasing. In 2024, employees put in $7.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,112,603
Participants with balances175
Active participants150
Employer contributions$50,285
Employee contributions$379,228
Employer contribution per active participant$335
Average account balance$23,501
Benefits paid to participants$405,028
Plan auditUnmodified (clean) audit opinion
AuditorTURNER, STONE & COMPANY, L.L.P.
Plan history3
Yearassets · accounts · employer contribution
2024$4.1M · 175 accts · $50K emplr
2023$3.7M · 196 accts · $287K emplr
2022$3.0M · 205 accts · $304K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,887
Total administrative$13,887
The Gwr 401(K) Plan 401(k) match · 2024
Employer contribution per active participant$335
Median for plans this size$1,313
2024$335 per active participant
2023$1,994 per active participant
2022$1,842 per active participant

Gwr 401(K) Plan's 2024 employer contribution ran below the $1,313 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 · 20241
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$13,887

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

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Gwr 401(K) Plan before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$13,887 · 0.36%
2023$11,955 · 0.36%
2022$11,560 · 0.37%
Similar plansReal Estate & Leasing · Texas
Buyers Barricades, Inc. TX$4.7M · 0.34%
Bright Industries, LLC TX$4.2M · 0.67%
Lurin Advisors, LLC TX$4.1M · 0.80%
Sync Residential TX$4.0M · 0.22%
Baseline Energy Services TX$3.6M · 0.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462130760 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.