Plan Ledger DOL Form 5500 · updated monthly

Huckabee & Associates, Inc.401(k)

HUCKABEE & ASSOCIATES, INC. 401(K) PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Huckabee & Associates, Inc. reported $171,200 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $3,095 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 0.79% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 914th-largest of 5,688 plans among Texas employers on file, and the 2,274th of 11,654 in professional & technical services. In 2024, employees put in $2.19 for every $1.00 the employer contributed; active participation has grown from 233 to 654 since 2022.

Plan summary
Net assets, end of year$62,478,631
Participants with balances679
Active participants654
Employer contributions$2,023,826
Employee contributions$4,423,551
Employer contribution per active participant$3,095
Average account balance$92,016
Benefits paid to participants$11,093,078
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$62.5M · 679 accts · $2.0M emplr
2023$32.3M · 401 accts · $907K emplr
2022$18.2M · 245 accts · $736K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,355
Investment management$146,845
Total administrative$171,200
The Huckabee & Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$3,095
Median for plans this size$2,416
2024$3,095 per active participant
2023$2,362 per active participant
2022$3,157 per active participant

Huckabee & Associates, 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 · 20243
COMMERCE STREET INVESTMENT ADVISOR · Investment advisory (plan)$120,417
EMPOWER ADVISORY GROUP, LLC · Investment management$26,428

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$171,200 · 0.36%
2023$198,849 · 0.79%
2022$149,709 · 0.79%
Same employer
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Rps Americas, Inc. TX$64.8M · 0.05%
McGinnis Lochridge LLP TX$64.6M · 0.24%
Cyrusone LLC TX$64.4M · 0.32%
Khoros TX$63.2M · 0.21%
Idera, Inc. TX$61.7M · 0.19%
Simplifi Holdings, LLC TX$60.2M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752406640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.