Plan Ledger DOL Form 5500 · updated monthly

Lone Star Evaluations, Inc401(k)

LONE STAR EVALUATIONS, INC 401(K) PLAN · DEER PARK, TX · plan year 2022

Reported admin expense ratio · 2022
1.22%

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

Lone Star Evaluations, Inc reported $33,742 in plan administrative expenses for 2022: 1.22% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,445 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (4,747th of 5,688), and 9,642nd of 11,911 in health care & social assistance. In 2022, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,497,352
Participants with balances54
Active participants92
Employer contributions$132,940
Employee contributions$223,182
Employer contribution per active participant$1,445
Average account balance$46,247
Benefits paid to participants$415,917
Plan auditDisclaimer of opinion
AuditorBENTON, DUROY & IVEY, PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,163
Investment management$22,579
Total administrative$33,742
The Lone Star Evaluations, Inc 401(k) match · 2022
Employer contribution per active participant$1,445
Median for plans this size$1,114

Lone Star Evaluations, Inc's 2022 employer contribution ran above the $1,114 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$33,742 · 1.22%
Similar plansHealth Care & Social Assistance · Texas
Houston Hospice TX$2.5M · 0.36%
Urgent Care for Kids, LLC TX$2.5M · 1.48%
Proscribe, LLC TX$2.5M · 0.83%
Cathy Home Care LTD. TX$2.5M · 0.08%
Medical Clinic of Sealy TX$2.4M · 0.01%
Hospice of El Paso, Inc. TX$2.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201704099 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.