Plan Ledger DOL Form 5500 · updated monthly

McCoy-Rockford, Inc.401(k)

MCCOY-ROCKFORD, INC. 401(K) RETIREMENT PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

McCoy-Rockford, Inc. reported $66,992 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $391 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 0.37% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,197th-largest of 5,688 plans among Texas employers on file, and the 2,110th of 4,246 in wholesale trade. In 2024, employees put in $18.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,554,985
Participants with balances192
Active participants154
Employer contributions$60,260
Employee contributions$1,096,237
Employer contribution per active participant$391
Average account balance$91,432
Benefits paid to participants$1,526,297
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$17.6M · 192 accts · $60K emplr
2023$16.1M · 202 accts · $61K emplr
2022$13.6M · 195 accts · $64K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,992
Total administrative$66,992
The McCoy-Rockford, Inc. 401(k) match · 2024
Employer contribution per active participant$391
Median for plans this size$2,416
2024$391 per active participant
2023$404 per active participant
2022$426 per active participant

McCoy-Rockford, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20242
ADP, INC. · Loan processing · Recordkeeping$38,144
GALLAGHER BENEFIT SERVICES · Recordkeeping · Trustee$28,848

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

Recordkeeper by year2
2024ADP, GALLAGHER BENEFIT SERVICES
2023ADP, GALLAGHER BENEFIT SERVICES

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

Administrative cost history3
2024$66,992 · 0.40%
2023$58,556 · 0.39%
2022$55,207 · 0.37%
Same employer
Similar plansWholesale Trade · Texas
Hatfield and Company, Inc. TX$19.4M · 0.49%
Synergy Enterprises, Inc. TX$19.2M · 0.40%
I-Pro Americas Inc. TX$19.1M · 0.02%
David Sutherland, LLC TX$18.5M · 0.72%
Jet Specialty, Inc. TX$17.5M · 0.24%
1155-55H Partners, LLC TX$17.5M · 0.08%
Intergulf Corporation TX$17.3M · 0.60%
J.L. Carr Enterprises, Inc. TX$17.1M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274402329 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.