Plan Ledger DOL Form 5500 · updated monthly

Houston Livestock Show and Rodeo, Inc.401(k)

HOUSTON LIVESTOCK SHOW AND RODEO 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Houston Livestock Show and Rodeo, Inc. reported $21,814 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $3,019 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 0.07% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Texas (2,926th of 5,688), and the 650th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,964,276
Participants with balances174
Active participants149
Employer contributions$449,824
Employee contributions$1,106,218
Employer contribution per active participant$3,019
Average account balance$63,013
Benefits paid to participants$1,402,969
Plan auditUnmodified (clean) audit opinion
AuditorMCCONNELL&JONESLLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 174 accts · $450K emplr
2023$9.4M · 162 accts · $276K emplr
2022$7.4M · 153 accts · $212K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$612
Investment management$2,842
Audit (IQPA)$18,360
Total administrative$21,814
The Houston Livestock Show and Rodeo, Inc. 401(k) match · 2024
Employer contribution per active participant$3,019
Median for plans this size$2,416
2024$3,019 per active participant
2023$1,927 per active participant
2022$1,539 per active participant

Houston Livestock Show and Rodeo, Inc.'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 · 20242
MCCONNELL & JONES LLP · Accounting / audit$18,360
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$612

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$21,814 · 0.21%
2023$10,530 · 0.13%
2022$5,446 · 0.07%
Same employer
Similar plansArts, Entertainment & Recreation · Texas
Dallas Museum of Art TX$12.5M · 0.01%
Santikos Enterprises, LLC TX$11.5M · 0.84%
Player One Amusement Group TX$10.4M · 0.51%
Dallas Arboretum TX$9.7M · 0.32%
Alley Theatre TX$9.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741142851 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.