Plan Ledger DOL Form 5500 · updated monthly

Lone Star Aerospace, Inc.401(k)

LONE STAR AEROSPACE, INC. RETIREMENT SAVINGS PLAN · ADDISON, TX · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Lone Star Aerospace, Inc. reported $74,488 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $6,442 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 0.44% to 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,228th-largest of 5,688 plans among Texas employers on file, and 6,077th of 11,654 in professional & technical services. In 2024, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,223,632
Participants with balances164
Active participants129
Employer contributions$831,071
Employee contributions$1,458,154
Employer contribution per active participant$6,442
Average account balance$105,022
Benefits paid to participants$1,319,675
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.2M · 164 accts · $831K emplr
2023$14.0M · 179 accts · $801K emplr
2022$9.7M · 161 accts · $650K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,488
Total administrative$74,488
The Lone Star Aerospace, Inc. 401(k) match · 2024
Employer contribution per active participant$6,442
Median for plans this size$2,416
2024$6,442 per active participant
2023$5,448 per active participant
2022$5,074 per active participant

Lone Star Aerospace, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20244
FROST BANK · Investment advisory (plan)$29,420
EMPOWER ADVISORY GROUP, LLC · Investment management$7,402
NOVA 401(K) ASSOCIATES · Contract administratorindirect comp

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

Administrative cost history3
2024$74,488 · 0.48%
2023$51,940 · 0.44%
2022$40,425 · 0.44%
Same employer
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Seidel Schroeder TX$17.4M · 0.45%
Witherite Law Group, PLLC TX$17.4M · 0.75%
Lamb-Star Engineering, LLC TX$17.0M · 0.45%
Sourcehov Tax, LLC TX$17.0M · 0.47%
Rock Capital Holdings LLC TX$16.9M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203973435 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.