Plan Ledger DOL Form 5500 · updated monthly

Indio Partners, LP401(k)

INDIO MANAGEMENT 401(K) PLAN · DALLAS, TX · plan year 2023

Reported admin expense ratio · 2023
0.49%

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

Indio Partners, LP reported $12,792 in plan administrative expenses for 2023: 0.49% of average plan assets, below the peer median. Employer contributions averaged $2,314 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 0.40% to 0.34%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (4,489th of 5,688), and 1,696th of 2,096 in real estate & leasing. In 2023, employees put in $1.73 for every $1.00 the employer contributed; active participation has shrunk from 426 to 185 since 2022.

Plan summary
Net assets, end of year$3,331,631
Participants with balances180
Active participants185
Employer contributions$428,127
Employee contributions$738,800
Employer contribution per active participant$2,314
Average account balance$18,509
Benefits paid to participants$555,690
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.7M · 86 accts · $193K emplr
2023$3.3M · 180 accts · $428K emplr
2022$1.9M · 173 accts · $352K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$11,735
Investment management$1,057
Total administrative$12,792
The Indio Partners, LP 401(k) match · 2023
Employer contribution per active participant$2,314
Median for plans this size$1,308
2024$1,591 per active participant
2023$2,314 per active participant
2022$826 per active participant

Indio Partners, LP's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ADP, INC. · Loan processing · Recordkeeping$12,792

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$10,215 · 0.34%
2023$12,792 · 0.49%
2022$6,346 · 0.40%
Similar plansReal Estate & Leasing · Texas
Lurin Advisors, LLC TX$4.1M · 0.80%
Sync Residential TX$4.0M · 0.22%
Baseline Energy Services TX$3.6M · 0.89%
Hettig Management Corp. TX$3.3M · 0.34%
S2C Management, LLC TX$3.0M · 0.89%
Focus Staff Services LP TX$2.8M · 2.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320406362 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.