Plan Ledger DOL Form 5500 · updated monthly

North Texas Investors Group, Inc.Profit-sharing plan

WHITEHAWK RETIREMENT PLAN · N BURLSON, TX · plan year 2024

Reported admin expense ratio · 2024
10.69%

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

North Texas Investors Group, Inc. reported $36,879 in plan administrative expenses for 2024: 10.69% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,135 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 1 year on file its reported administrative ratio rose from 0.67% to 10.69%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Texas (5,502nd of 5,688), and 2,373rd of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$397,967
Participants with balances252
Active participants222
Employer contributions$251,986
Employee contributions—
Employer contribution per active participant$1,135
Average account balance$1,579
Benefits paid to participants$145,855
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$398K · 252 accts · $252K emplr
2023$292K · 569 accts · $95K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,047
Investment management$932
Total administrative$36,879
Employer contributions to the North Texas Investors Group, Inc. plan · 2024
Employer contribution per active participant$1,135
Median for plans this size$540
2024$1,135 per active participant
2023$400 per active participant

North Texas Investors Group, Inc.'s 2024 employer contribution ran above the $540 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 · 20241
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$35,953

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

Administrative cost history2
2024$36,879 · 10.69%
2023$1,964 · 0.67%
Similar plansAdministrative & Support Services · Texas
Bestica TX$480K · 0.71%
Junxion Med Staffing LLC TX$415K · 2.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204586167 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.