Plan Ledger DOL Form 5500 · updated monthly

Lone Star Peo, Inc.401(k)

LONE STAR PEO, INC. MULTIPLE EMPLOYER RETIREMENT PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
1.12%

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

Lone Star Peo, Inc. reported $24,117 in plan administrative expenses for 2024: 1.12% of average plan assets, higher than ~75% of peers. Employer contributions averaged $201 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 fell from 1.21% to 1.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Texas (4,771st of 5,688), and 2,781st of 3,341 in other services. In 2024, employees put in $4.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,404,368
Participants with balances117
Active participants401
Employer contributions$80,756
Employee contributions$341,952
Employer contribution per active participant$201
Average account balance$20,550
Benefits paid to participants$140,877
Plan auditUnmodified (clean) audit opinion
AuditorJASON F. CLAUSEN, P.C.
Plan history2
Yearassets · accounts · employer contribution
2024$2.4M · 117 accts · $81K emplr
2022$1.5M · 95 accts · $85K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,232
Investment management$5,288
Trustee / custodial$597
Total administrative$24,117
The Lone Star Peo, Inc. 401(k) match · 2024
Employer contribution per active participant$201
Median for plans this size$1,313
2024$201 per active participant
2022$225 per active participant

Lone Star Peo, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20243
AMERITAS LIFE INSURANCE CORP · Claims processing · Contract administrator$18,232
BKS FINANCIAL INVESTMENTS LLC · Investment advisory (plan)$5,288
MATRIX TRUST COMPANY · Custodial (securities) · Loan processing$597

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

Administrative cost history2
2024$24,117 · 1.12%
2022$23,159 · 1.21%
Similar plansOther Services · Texas
Peveto Companies LTD. TX$2.6M · 0.37%
Crosspoint, Inc. TX$2.5M · 0.31%
K&R Operating LLC TX$2.4M · 1.26%
Operation Kindness TX$2.1M · 0.15%
The Center for Pursuit TX$2.1M · 0.00%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 473726066 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.