Plan Ledger DOL Form 5500 · updated monthly

Northstar Memorial Group, LLC401(k)

NORTHSTAR MEMORIAL GROUP, LLC 401(K) PLAN · HOUSTON, TX · plan year 2022

Reported admin expense ratio · 2022
0.13%

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

Northstar Memorial Group, LLC reported $82,974 in plan administrative expenses for 2022: 0.13% of average plan assets, above the peer median. Employer contributions averaged $2,335 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 $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other other services employers. By assets it is the 954th-largest of 5,688 plans among Texas employers on file, and the 372nd of 3,341 in other services. In 2022, employees put in $2.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$57,796,570
Participants with balances947
Active participants1,177
Employer contributions$2,748,856
Employee contributions$5,953,051
Employer contribution per active participant$2,335
Average account balance$61,031
Benefits paid to participants$7,566,554
Plan auditUnmodified (clean) audit opinion
The Northstar Memorial Group, LLC 401(k) match · 2022
Employer contribution per active participant$2,335
Median for plans this size$3,449

Northstar Memorial Group, LLC's 2022 employer contribution ran below the $3,449 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$82,974 · 0.13%
Similar plansOther Services · Texas
Visible Changes, Inc. TX$76.5M · 0.03%
Texas Medical Association TX$62.4M · 0.03%
Buckner International TX$60.8M · 0.15%
Saber Power Services, LLC TX$49.6M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202121168 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.