Plan Ledger DOL Form 5500 · updated monthly

Liaison Resources, LP401(k)

LIAISON RESOURCES, LP 401(K) SAVINGS PLAN · AUSTIN, TX · plan year 2025

Reported admin expense ratio · 2025
0.33%

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

Liaison Resources, LP reported $41,245 in plan administrative expenses for 2025: 0.33% of average plan assets, above the peer median. Employer contributions averaged $685 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 3 years on file its reported administrative ratio fell from 0.39% to 0.33%. 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 2,542nd-largest of 5,688 plans among Texas employers on file, and 6,827th of 11,654 in professional & technical services. In 2025, employees put in $5.98 for every $1.00 the employer contributed; active participation has grown from 106 to 186 since 2022.

Plan summary
Net assets, end of year$13,998,968
Participants with balances166
Active participants186
Employer contributions$127,405
Employee contributions$762,068
Employer contribution per active participant$685
Average account balance$84,331
Benefits paid to participants$883,669
Plan auditUnmodified (clean) audit opinion
AuditorCONNER ASH P. C.
Plan history4
Yearassets · accounts · employer contribution
2025$14.0M · 166 accts · $127K emplr
2024$11.3M · 149 accts · $98K emplr
2023$10.1M · 155 accts · $74K emplr
2022$8.5M · 157 accts · $89K emplr
Administrative expenses, itemized · 2025
Investment management$29,185
Total administrative$41,245
The Liaison Resources, LP 401(k) match · 2025
Employer contribution per active participant$685
Median for plans this size$2,666
2025$685 per active participant
2024$609 per active participant
2023$721 per active participant
2022$839 per active participant

Liaison Resources, LP's 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom 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 · 20252
PISTL SERVICE CORPORATION · Plan administrator · Recordkeeping$12,060
DIVERSIFIED FINANCIAL ADVISORS · Investment advisory (participants) · Investment advisory (plan)$29,185

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

Recordkeeper by year3
2025PISTL SERVICE CORPORATION
2024PISTL SERVICE CORPORATION
2023PISTL SERVICE CORPORATION

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Administrative cost history4
2025$41,245 · 0.33%
2024$38,323 · 0.36%
2023$37,550 · 0.40%
2022$36,693 · 0.39%
Same employer
Similar plansProfessional & Technical Services · Texas
Rothe Development, Inc. TX$14.3M · 0.39%
A.S.C.I.B., L.P. TX$14.2M · 0.29%
Lanvera, LTD. TX$14.0M · 0.08%
Broaddus & Associates, Inc. TX$14.0M · 0.32%
Access Sciences Corporation TX$14.0M · 0.40%
One Network Enterprises TX$13.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742927321 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.