Plan Ledger DOL Form 5500 · updated monthly

Kane Russell Coleman & Logan, PC401(k)

KANE, RUSSELL, COLEMAN & LOGAN, P.C. 401(K) PROFIT SHARING PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Kane Russell Coleman & Logan, PC reported $9,756 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,447 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 0.030% to 0.026%. 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 1,274th-largest of 5,688 plans among Texas employers on file, and the 3,392nd of 11,654 in professional & technical services. In 2024, employees put in $9.71 for every $1.00 the employer contributed; active participation has shrunk from 119 to 106 since 2022.

Plan summary
Net assets, end of year$38,775,008
Participants with balances180
Active participants106
Employer contributions$153,387
Employee contributions$1,488,842
Employer contribution per active participant$1,447
Average account balance$215,417
Benefits paid to participants$2,678,335
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$38.8M · 180 accts · $153K emplr
2023$35.0M · 192 accts · $158K emplr
2022$28.8M · 191 accts · $129K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$813
Investment management$8,943
Total administrative$9,756
The Kane Russell Coleman & Logan, PC 401(k) match · 2024
Employer contribution per active participant$1,447
Median for plans this size$2,416
2024$1,447 per active participant
2023$1,494 per active participant
2022$1,087 per active participant

Kane Russell Coleman & Logan, PC's 2024 employer contribution ran below 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.

Administrative cost history3
2024$9,756 · 0.03%
2023$11,618 · 0.04%
2022$9,496 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Texas
Alliantgroup LP TX$39.0M · 0.38%
Catapult Systems, LLC TX$39.0M · 0.29%
Signature Science, LLC TX$38.8M · 0.00%
Rkd Group, LLC TX$38.8M · 0.47%
Cs Disco, Inc. TX$37.9M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752410848 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.