Plan Ledger DOL Form 5500 · updated monthly

Locke Lord LLP401(k)

LOCKE LORD LLP RETIREMENT SAVINGS PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Locke Lord LLP reported $318,441 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $14,531 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 0.03% to 0.04%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 129th-largest of 5,688 plans among Texas employers on file, and the 196th of 11,654 in professional & technical services. In 2024, employees put in $1.17 for every $1.00 the employer contributed; active participation has shrunk from 955 to 844 since 2022.

Plan summary
Net assets, end of year$891,732,403
Participants with balances1,753
Active participants844
Employer contributions$12,264,226
Employee contributions$14,312,027
Employer contribution per active participant$14,531
Average account balance$508,689
Benefits paid to participants$128,462,256
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $11 emplr
2024$891.7M · 1,753 accts · $12.3M emplr
2023$868.4M · 1,837 accts · $12.0M emplr
2022$757.8M · 1,867 accts · $12.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,361
Investment management$244,080
Total administrative$318,441
The Locke Lord LLP 401(k) match · 2024
Employer contribution per active participant$14,531
Median for plans this size$4,294
2024$14,531 per active participant
2023$12,785 per active participant
2022$13,106 per active participant

Locke Lord LLP's 2024 employer contribution ran above the $4,294 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 202412
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$80,744
BALLENTINE PARTNERS LLC · Investment advisory (participants)$48,527
LINSCOMB & WEALTH INC · Investment advisory (participants)$44,500
FISHER INVESTMENTS · Investment advisory (participants)$25,645
CORIENT · Investment advisory (participants)$24,864
ASCENSION CAPITAL ADVISORS INC · Investment advisory (participants)$19,805
LUTHER KING CAPITAL MANAGEMENT · Investment advisory (participants)$17,513
BENJAMIN A BROWN · Investment advisory (participants)$15,580
PENN DAVIS MCFARLAND INC · Investment advisory (participants)$12,064
MARINER LLC · Investment advisory (participants)$11,388
CAMBRIDGE INVESTMENT RESEARCH · Investment advisory (participants)$10,936
CHARLES SCHWAB & CO., INC. · Securities brokerage$3,475

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

Recordkeeper by year3
2025Charles Schwab
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history4
2025Not separately reported
2024$318,441 · 0.04%
2023$259,276 · 0.03%
2022$240,437 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Texas
Bmc Software, Inc. TX$1.4B · 0.06%
Tyler Technologies, Inc. TX$1.2B · 0.05%
Testing Holdings USA, Inc. TX$811.3M · 0.12%
Atos TX$777.8M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741164324 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.