Plan Ledger DOL Form 5500 · updated monthly

Houston Grand Opera, Inc.403(b)

HOUSTON GRAND OPERA, INC. 403(B) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Houston Grand Opera, Inc. reported $35,120 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. Employer contributions averaged $137 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 0.55% to 0.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Texas (3,369th of 5,688), and 755th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $4.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,129,920
Participants with balances133
Active participants894
Employer contributions$122,086
Employee contributions$563,222
Employer contribution per active participant$137
Average account balance$61,127
Benefits paid to participants$859,804
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 133 accts · $122K emplr
2023$7.3M · 129 accts · $94K emplr
2022$6.4M · 132 accts · $91K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,120
Investment management$10,000
Total administrative$35,120
Employer contributions to the Houston Grand Opera, Inc. plan · 2024
Employer contribution per active participant$137
Median for plans this size$1,313
2024$137 per active participant
2023$93 per active participant
2022$111 per active participant

Houston Grand Opera, Inc.'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 · 20244
ALLIANCE PENSION CONSULTANTS, LLC · Recordkeeping$25,120
OAKSTREET WEALTH MANAGEMENT · Investment advisory (plan) · Named fiduciary$10,000
CHARLES SCHWAB TRUST BANK · Custodial · Trusteeindirect comp
CHARLES SCHWAB & CO. INC · Custodial (securities) · Securities brokerageindirect comp

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

Recordkeeper by year2
2024ALLIANCE PENSION CONSULTANTS, LLC
2023ALLIANCE PENSION CONSULTANTS, LLC

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

Administrative cost history3
2024$35,120 · 0.46%
2023$46,385 · 0.68%
2022$38,439 · 0.55%
Same employer
Similar plansArts, Entertainment & Recreation · Texas
Csi Aviation, Inc. TX$8.6M · 0.68%
Colonial Country Club TX$8.6M · 0.06%
Uslive Opco Inc TX$8.6M · 0.72%
Royal Oaks Country Club TX$7.7M · 0.62%
Ld Systems, L.P. TX$7.2M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 746016764 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.