Plan Ledger DOL Form 5500 · updated monthly

Houston Spca401(k)

403(B) THRIFT PLAN FOR HOUSTON SPCA · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Houston Spca reported $1,743 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $509 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 0.03% to 0.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Texas (4,014th of 5,688), and 2,270th of 3,341 in other services. In 2024, employees put in $4.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,135,771
Participants with balances175
Active participants129
Employer contributions$65,621
Employee contributions$271,172
Employer contribution per active participant$509
Average account balance$29,347
Benefits paid to participants$145,898
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.1M · 175 accts · $66K emplr
2023$4.1M · 171 accts · $68K emplr
2022$3.1M · 154 accts · $61K emplr
The Houston Spca 401(k) match · 2024
Employer contribution per active participant$509
Median for plans this size$1,313
2024$509 per active participant
2023$575 per active participant
2022$430 per active participant

Houston Spca'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
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,661

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

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

Administrative cost history3
2024$1,743 · 0.04%
2023$1,034 · 0.03%
2022$939 · 0.03%
Same employer
Similar plansOther Services · Texas
Desert Ndt, LLC TX$5.7M · 0.93%
Wynden Stark LLC TX$5.7M · 0.73%
All-Pro Reconditioning TX$5.2M · 0.44%
Sagent, LLC TX$5.1M · 0.92%
Samsung Hvac America, LLC TX$4.9M · 0.03%
Sky Ranches, Inc. TX$4.9M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741287171 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.