Plan Ledger DOL Form 5500 · updated monthly

Linebarger Goggan Blair & Sampson, LLP401(k)

LINEBARGER GOGGAN BLAIR & SAMPSON AND ITS AFFILIATES RETIREMENT PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Linebarger Goggan Blair & Sampson, LLP reported $297,623 in plan administrative expenses for 2024: 0.27% of average plan assets, higher than ~75% of peers. Employer contributions averaged $988 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 has held roughly steady near 0.269%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 573rd-largest of 5,688 plans among Texas employers on file, and the 1,308th of 11,654 in professional & technical services. In 2024, employees put in $5.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$116,515,442
Participants with balances1,375
Active participants1,093
Employer contributions$1,079,352
Employee contributions$6,389,302
Employer contribution per active participant$988
Average account balance$84,739
Benefits paid to participants$7,736,037
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$116.5M · 1,375 accts · $1.1M emplr
2023$104.5M · 1,305 accts · $1.1M emplr
2022$91.4M · 1,275 accts · $985K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,090
Investment management$282,533
Total administrative$297,623
The Linebarger Goggan Blair & Sampson, LLP 401(k) match · 2024
Employer contribution per active participant$988
Median for plans this size$3,635
2024$988 per active participant
2023$1,043 per active participant
2022$984 per active participant

Linebarger Goggan Blair & Sampson, LLP's 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$297,365
CHARLES SCHWAB & CO., INC. · Securities brokerage$159

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$297,623 · 0.27%
2023$258,387 · 0.26%
2022$267,880 · 0.27%
Same employer
Similar plansProfessional & Technical Services · Texas
Access Plans LLC TX$122.4M · 0.34%
Pbk Architects, Inc. TX$121.0M · 0.13%
D & M Holding Inc. TX$119.1M · 0.14%
Petroleum Geo-Services, Inc. TX$115.1M · 0.16%
Als Group USA, Corp. TX$114.4M · 0.27%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 742864602 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.