Plan Ledger DOL Form 5500 · updated monthly

Miller Weisbrod Olesky, LLP401(k)

MILLER WEISBROD OLESKY, LLP 401(K) PROFIT SHARING AND SAVINGS PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.72%

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

Miller Weisbrod Olesky, LLP reported $78,196 in plan administrative expenses for 2024: 0.72% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,678 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.

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 among the smaller plans on file in Texas (2,849th of 5,688), and 7,494th of 11,654 in professional & technical services. In 2024, employees put in $1.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,629,888
Participants with balances128
Active participants123
Employer contributions$575,371
Employee contributions$768,162
Employer contribution per active participant$4,678
Average account balance$90,859
Benefits paid to participants$661,904
AuditorWEAVER AND DIDWELL, L.L.P.
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$78,196
Total administrative$78,196
The Miller Weisbrod Olesky, LLP 401(k) match · 2024
Employer contribution per active participant$4,678
Median for plans this size$2,416

Miller Weisbrod Olesky, 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 · 20243
JOHN HANCOCK · Recordkeeping · Loan processing$21,592
MERRILL LYNCH · Investment advisory (plan)$49,438
ALLIANCE BENEFIT GROUP · Contract administrator$5,317

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

Administrative cost history1
2024$78,196 · 0.72%
Same employer
Similar plansProfessional & Technical Services · Texas
Praetorian Group, Inc. TX$11.8M · 0.10%
Summa Group, LLC TX$11.8M · 0.54%
X Technologies, Inc. TX$11.8M · 0.27%
M-Files, Inc. TX$11.8M · 0.21%
Diligent Consulting, Inc. TX$11.6M · 0.49%
Eagan US Holdco, LLC TX$11.5M · 0.18%
Asset Risk Management, LLC TX$11.3M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273671950 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.