Plan Ledger DOL Form 5500 · updated monthly

Netherland, Sewell & Associates,401(k)

NETHERLAND, SEWELL & ASSOCIATES, INC. 401K PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Netherland, Sewell & Associates, reported $236,465 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $17,530 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 0.22% to 0.25%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 650th-largest of 5,688 plans among Texas employers on file, and the 1,508th of 11,654 in professional & technical services. In 2024, the employer put in $1.07 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$99,962,830
Participants with balances185
Active participants128
Employer contributions$2,243,827
Employee contributions$2,101,995
Employer contribution per active participant$17,530
Average account balance$540,340
Benefits paid to participants$9,383,429
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$100.0M · 185 accts · $2.2M emplr
2023$91.1M · 182 accts · $2.2M emplr
2022$81.2M · 182 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$189,164
Investment management$43,277
Total administrative$236,465
The Netherland, Sewell & Associates, 401(k) match · 2024
Employer contribution per active participant$17,530
Median for plans this size$3,635
2024$17,530 per active participant
2023$17,866 per active participant
2022$16,285 per active participant

Netherland, Sewell & Associates,'s 2024 employer contribution ran above the $3,635 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 · 20245
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$19,166
HAYNIE AND COMPANY$14,500
BAKER AND HOSTETLER LLP$13,186
WELLS FARGO CLEARING SERVICES, LLCindirect 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$236,465 · 0.25%
2023$197,335 · 0.23%
2022$203,176 · 0.22%
Same employer
Similar plansProfessional & Technical Services · Texas
Huitt-Zollars, Inc. TX$103.7M · 0.00%
Omnitracs, LLC TX$101.4M · 0.15%
Virbac Corporation TX$100.0M · 0.14%
Workrise Technologies, Inc. TX$99.2M · 0.31%
Dccm, LLC TX$99.1M · 0.21%
Bazaarvoice, Inc. TX$98.6M · 0.03%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 751330935 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.