Plan Ledger DOL Form 5500 · updated monthly

Liberty Associates Group, LLC401(k)

LIBERTY 401(K) PLAN · HOUSTON, TX · plan year 2022

Reported admin expense ratio · 2022
0.89%

Liberty Associates Group, LLC reported $34,290 in plan administrative expenses for 2022: 0.89% of average plan assets, higher than ~75% of peers. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Texas (4,461st of 5,688), and 1,672nd of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$3,432,641
Participants with balances72
Active participants1,844
Employer contributions—
Employee contributions$257,757
Employer contribution per active participant—
Average account balance$47,676
Benefits paid to participants$520,844
Plan auditUnmodified (clean) audit opinion
AuditorFORVIS LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$34,290
Total administrative$34,290
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$34,290 · 0.89%
Same employer
Similar plansAdministrative & Support Services · Texas
Consilium Staffing, LLC TX$3.5M · 0.95%
Sharps Compliance, Inc. TX$3.4M · 0.83%
Swc Group, LP TX$3.4M · 3.02%
Quality Innovation, Inc. TX$3.3M · 1.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 853854617 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.