Plan Ledger DOL Form 5500 · updated monthly

Jetty United401(k)

KDCPR RETIREMENT PLAN & TRUST · CORPUS CHRISTI, TX · plan year 2024

Reported admin expense ratio · 2024
1.81%

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

Jetty United reported $136,403 in plan administrative expenses for 2024: 1.81% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,140 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 0.96% to 1.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (3,376th of 5,688), and 6,420th of 11,911 in health care & social assistance. In 2024, employees put in $2.31 for every $1.00 the employer contributed; active participation has grown from 106 to 150 since 2022.

Plan summary
Net assets, end of year$8,063,827
Participants with balances120
Active participants150
Employer contributions$170,941
Employee contributions$394,491
Employer contribution per active participant$1,140
Average account balance$67,199
Benefits paid to participants$299,437
Plan auditUnmodified (clean) audit opinion
AuditorPARK FOWLER & CO., PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 120 accts · $171K emplr
2023$7.0M · 125 accts · $130K emplr
2022$6.1M · 106 accts · $66K emplr
Administrative expenses, itemized · 2024
Investment management$136,403
Total administrative$136,403
The Jetty United 401(k) match · 2024
Employer contribution per active participant$1,140
Median for plans this size$1,313
2024$1,140 per active participant
2023$567 per active participant
2022$625 per active participant

Jetty United's 2024 employer contribution ran below the $1,313 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 · 20242
STRATEGIC WEALTH MANAGEMENT · Contract administrator · Recordkeeping$104,168
PROFESSIONAL CAPITAL SERVICES, LLC · Contract administrator$50,329

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

Recordkeeper by year2
2024STRATEGIC WEALTH MANAGEMENT
2023STRATEGIC WEALTH MANAGEMENT

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

Administrative cost history3
2024$136,403 · 1.81%
2023$78,103 · 1.19%
2022$64,273 · 0.96%
All plans at this employer2
JETTY UNITED 401(K) PLAN401(k)
KDCPR RETIREMENT PLAN & TRUST401(k)
Similar plansHealth Care & Social Assistance · Texas
Star Dental Partners LLC TX$8.1M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 812003470 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.