Plan Ledger DOL Form 5500 · updated monthly

James Avery Craftsman, Inc.401(k)

JAMES AVERY CRAFTSMAN, INC. EMPLOYEE 401(K) PLAN · KERRVILLE, TX · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

James Avery Craftsman, Inc. reported $54,646 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,850 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 $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 483rd-largest of 5,688 plans among Texas employers on file, and the 278th of 5,215 in retail trade. In 2024, employees put in $1.09 for every $1.00 the employer contributed; active participation has grown from 1,683 to 2,098 since 2022.

Plan summary
Net assets, end of year$144,926,531
Participants with balances2,445
Active participants2,098
Employer contributions$8,076,266
Employee contributions$8,781,700
Employer contribution per active participant$3,850
Average account balance$59,275
Benefits paid to participants$15,231,387
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$144.9M · 2,445 accts · $8.1M emplr
2023$126.8M · 2,180 accts · $7.2M emplr
2022$102.8M · 1,991 accts · $5.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,646
Total administrative$54,646
The James Avery Craftsman, Inc. 401(k) match · 2024
Employer contribution per active participant$3,850
Median for plans this size$3,635
2024$3,850 per active participant
2023$3,954 per active participant
2022$3,531 per active participant

James Avery Craftsman, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$54,646

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$54,646 · 0.04%
2023$40,875 · 0.04%
2022$35,356 · 0.03%
Same employer
Similar plansRetail Trade · Texas
Brookshire Brothers, Inc. TX$166.7M · 0.19%
Visionworks of America, Inc. TX$159.2M · 0.12%
Gamestop, Corp. TX$157.6M · 0.32%
Visionworks of America, Inc. TX$146.6M · 0.13%
Bruckner Truck Sales, Inc. TX$122.5M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741535732 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.