Plan Ledger DOL Form 5500 · updated monthly

L.A. Fuess Partners, Inc.401(k)

LAFPI PROFIT SHARING PLAN · DALLAS, TX · plan year 2025

Reported admin expense ratio · 2025
0.22%

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

L.A. Fuess Partners, Inc. reported $59,984 in plan administrative expenses for 2025: 0.22% of average plan assets, below the peer median. Employer contributions averaged $5,103 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 1 year on file its reported administrative ratio fell from 0.24% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,541st-largest of 5,688 plans among Texas employers on file, and the 4,169th of 11,654 in professional & technical services. In 2025, employees put in $1.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$30,111,277
Participants with balances155
Active participants137
Employer contributions$699,066
Employee contributions$1,298,520
Employer contribution per active participant$5,103
Average account balance$194,266
Benefits paid to participants$1,427,498
Plan auditUnmodified (clean) audit opinion
AuditorSUTTON FROST CARRY (SFC)
Plan history2
Yearassets · accounts · employer contribution
2025$30.1M · 155 accts · $699K emplr
2024$24.9M · 143 accts · $708K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$30,416
Investment management$29,568
Total administrative$59,984
The L.A. Fuess Partners, Inc. 401(k) match · 2025
Employer contribution per active participant$5,103
Median for plans this size$2,666
2025$5,103 per active participant
2024$5,711 per active participant

L.A. Fuess Partners, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
NEWPORT GROUP, INC. · Loan processing$30,416
OSAIC WEALTH INC. · Investment advisory (plan)$18,000
NEWPORT GROUP CONSULTING · Investment advisory (plan)$11,568

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

Administrative cost history2
2025$59,984 · 0.22%
2024$54,164 · 0.24%
Same employer
Similar plansProfessional & Technical Services · Texas
Vlk Architects, Inc. TX$30.7M · 0.03%
Mntn Digital, Inc. TX$30.5M · 0.03%
Neste US, Inc. TX$30.4M · 0.13%
Englobal Corporation TX$29.8M · 0.33%
Mehaffy & Weber, P.C. TX$29.3M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751676101 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.