Plan Ledger DOL Form 5500 · updated monthly

Mount Olivet Cemetery Association401(k)

MOUNT OLIVET CEMETERY ASSOCIATION RETIREMENT SAVINGS PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Mount Olivet Cemetery Association reported $6,710 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,303 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 0.04% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 2,520th-largest of 5,688 plans among Texas employers on file, and the 1,336th of 3,341 in other services. In 2024, employees put in $2.32 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,234,917
Participants with balances154
Active participants133
Employer contributions$306,358
Employee contributions$709,949
Employer contribution per active participant$2,303
Average account balance$92,435
Benefits paid to participants$938,850
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.2M · 154 accts · $306K emplr
2023$12.7M · 160 accts · $289K emplr
2022$12.0M · 166 accts · $269K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,710
Total administrative$6,710
The Mount Olivet Cemetery Association 401(k) match · 2024
Employer contribution per active participant$2,303
Median for plans this size$2,416
2024$2,303 per active participant
2023$2,240 per active participant
2022$2,066 per active participant

Mount Olivet Cemetery Association's 2024 employer contribution ran below the $2,416 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$60,940

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

Recordkeeper by year2
2024The Standard
2023Securian, The Standard

This plan has changed recordkeepers within these filings. If you left Mount Olivet Cemetery Association before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$6,710 · 0.05%
2023$5,301 · 0.04%
2022$4,495 · 0.04%
Same employer
Similar plansOther Services · Texas
Csat Solutions LP TX$15.4M · 0.76%
Phoenix Management, Inc. TX$14.7M · 1.44%
Kosse Partners I, LLC TX$14.3M · 0.65%
Ingenesis, Inc. TX$12.5M · 0.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750853369 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.