Plan Ledger DOL Form 5500 · updated monthly

Martin, Disiere, Jefferson & Wisdom, LLP401(k)

MDJ&W 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Martin, Disiere, Jefferson & Wisdom, LLP reported $61,627 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $4,163 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 0.35% to 0.24%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 1,652nd-largest of 5,688 plans among Texas employers on file, and the 798th of 3,341 in other services. In 2024, employees put in $2.21 for every $1.00 the employer contributed; active participation has grown from 106 to 124 since 2022.

Plan summary
Net assets, end of year$27,257,131
Participants with balances150
Active participants124
Employer contributions$516,214
Employee contributions$1,142,861
Employer contribution per active participant$4,163
Average account balance$181,714
Benefits paid to participants$2,556,223
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.3M · 150 accts · $516K emplr
2023$25.1M · 147 accts · $484K emplr
2022$21.6M · 135 accts · $473K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,994
Investment management$33,633
Total administrative$61,627
The Martin, Disiere, Jefferson & Wisdom, LLP 401(k) match · 2024
Employer contribution per active participant$4,163
Median for plans this size$2,416
2024$4,163 per active participant
2023$4,287 per active participant
2022$4,464 per active participant

Martin, Disiere, Jefferson & Wisdom, LLP'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 · 20242
NFP RETIREMENT INC · Investment advisory (plan)$30,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$27,994

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$61,627 · 0.24%
2023$56,617 · 0.24%
2022$81,446 · 0.35%
Same employer
Similar plansOther Services · Texas
Saber Power Services, LLC TX$30.9M · 0.45%
Su Clinica Familiar, Inc. TX$29.2M · 0.12%
Dyopath LLC TX$24.6M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760627804 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.