Plan Ledger DOL Form 5500 · updated monthly

Moody National Management, LP401(k)

MOODY NATIONAL MANAGEMENT, LP 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.90%

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

Moody National Management, LP reported $97,944 in plan administrative expenses for 2024: 0.90% of average plan assets, higher than ~90% of peers. Employer contributions averaged $532 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 0.82% to 0.90%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 2,830th-largest of 5,688 plans among Texas employers on file, and the 1,008th of 2,096 in real estate & leasing. In 2024, employees put in $2.04 for every $1.00 the employer contributed; active participation has grown from 627 to 719 since 2022.

Plan summary
Net assets, end of year$11,735,905
Participants with balances183
Active participants719
Employer contributions$382,340
Employee contributions$778,990
Employer contribution per active participant$532
Average account balance$64,131
Benefits paid to participants$574,893
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.7M · 183 accts · $382K emplr
2023$10.0M · 179 accts · $358K emplr
2022$7.8M · 168 accts · $343K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$97,944
Total administrative$97,944
The Moody National Management, LP 401(k) match · 2024
Employer contribution per active participant$532
Median for plans this size$2,416
2024$532 per active participant
2023$512 per active participant
2022$546 per active participant

Moody National Management, LP'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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$97,943
ALLIANT INSURANCE SERVICES, INC. · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$97,944 · 0.90%
2023$75,562 · 0.85%
2022$67,206 · 0.82%
Same employer
Similar plansReal Estate & Leasing · Texas
Tarantino Properties Inc. TX$11.8M · 0.20%
Boxx Modular Holdings, Inc. TX$11.8M · 0.26%
Dmc-Management Co., LTD TX$11.5M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200209885 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.