Plan Ledger DOL Form 5500 · updated monthly

Melton & Melton, LLP401(k)

MELTON & MELTON SALARY DEFERRAL PLAN AND TRUST · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Melton & Melton, LLP reported $50,093 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $6,679 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 1 year on file its reported administrative ratio rose from 0.01% to 0.13%. 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 1,203rd-largest of 5,688 plans among Texas employers on file, and the 3,198th of 11,654 in professional & technical services. In 2024, employees put in $1.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$41,759,341
Participants with balances162
Active participants138
Employer contributions$921,679
Employee contributions$1,303,106
Employer contribution per active participant$6,679
Average account balance$257,774
Benefits paid to participants$3,445,085
Plan auditUnmodified (clean) audit opinion
AuditorVRAKAS CPA'S
Plan history2
Yearassets · accounts · employer contribution
2024$41.8M · 162 accts · $922K emplr
2023$37.0M · 146 accts · $845K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,729
Investment management$3,364
Audit (IQPA)$11,000
Total administrative$50,093
The Melton & Melton, LLP 401(k) match · 2024
Employer contribution per active participant$6,679
Median for plans this size$2,416
2024$6,679 per active participant
2023$6,758 per active participant

Melton & Melton, 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
PRICEKUBECKA, PLLC · Accounting / audit$11,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$50,093 · 0.13%
2023$3,871 · 0.01%
Same employer
Similar plansProfessional & Technical Services · Texas
Irisndt Inc. TX$42.6M · 1.01%
Am Technical Solutions TX$42.4M · 0.18%
U.S. Legal Support, Inc. TX$42.2M · 0.39%
Intega, Inc. TX$41.6M · 0.21%
Tpn Holdings LLC TX$41.2M · 0.37%
Dunaway Associates, L.P. TX$41.2M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741550819 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.