Plan Ledger DOL Form 5500 · updated monthly

Mental Health Mental Retardation Authority of Brazos ValleyMoney purchase plan

MENTAL HEALTH MENTAL RETARDATION AUTHORITY OF BRAZOS VALLEY MONEY PURCHASE PENSION PLAN · BRYAN, TX · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Mental Health Mental Retardation Authority of Brazos Valley reported $588 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,519 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 0.04% to 0.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (4,188th of 5,688), and 8,204th of 11,911 in health care & social assistance. active participation has grown from 137 to 151 since 2022.

Plan summary
Net assets, end of year$4,524,565
Participants with balances130
Active participants151
Employer contributions$229,383
Employee contributions$0
Employer contribution per active participant$1,519
Average account balance$34,804
Benefits paid to participants$301,363
Plan auditUnmodified (clean) audit opinion
AuditorPITTFORD SAMUELS PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$4.5M · 130 accts · $229K emplr
2023$4.0M · 135 accts · $223K emplr
2022$3.5M · 141 accts · $240K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$588
Total administrative$588
Employer contributions to the Mental Health Mental Retardation Authority of Brazos Valley plan · 2024
Employer contribution per active participant$1,519
Median for plans this size$1,313
2024$1,519 per active participant
2023$1,572 per active participant
2022$1,755 per active participant

Mental Health Mental Retardation Authority of Brazos Valley's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
AMERICAN UNITED LIFE INSURANCE CO · Loan processing · Participant communication$1,023

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$588 · 0.01%
2023$313 · 0.01%
2022$1,400 · 0.04%
Similar plansHealth Care & Social Assistance · Texas

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Source: U.S. Department of Labor, Form 5500 series, EIN 741793265 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.