Plan Ledger DOL Form 5500 · updated monthly

Nueces County Community Action Agency401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF NUECES COUNTY COMMUNITY ACTION AGENCY · CORPUS CHRISTI, TX · plan year 2023

Reported admin expense ratio · 2023
0.04%

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

Nueces County Community Action Agency reported $2,510 in plan administrative expenses for 2023: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,100 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 0.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Texas (3,648th of 5,688), and 2,046th of 3,341 in other services. In 2023, the employer put in $1.15 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$6,807,909
Participants with balances512
Active participants262
Employer contributions$288,220
Employee contributions$251,090
Employer contribution per active participant$1,100
Average account balance$13,297
Benefits paid to participants$1,123,267
Plan auditUnmodified (clean) audit opinion
AuditorPARK FOWLER & CO.,PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 282 accts · $352K emplr
2023$6.8M · 512 accts · $288K emplr
2022$6.5M · 533 accts · $323K emplr
The Nueces County Community Action Agency 401(k) match · 2023
Employer contribution per active participant$1,100
Median for plans this size$1,308
2024$1,833 per active participant
2023$1,100 per active participant
2022$1,291 per active participant

Nueces County Community Action Agency's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MUTUAL OF AMERICA INVESTMENT CORP · Claims processing · Recordkeeping$2,510

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

Recordkeeper by year2
2024Mutual of America
2023Mutual of America

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$6,436 · 0.10%
2023$2,510 · 0.04%
2022$3,103 · 0.04%
Similar plansOther Services · Texas
Vizza Wash, L.P. TX$7.0M · 0.58%
Radio Holland USA, Inc. TX$6.9M · 0.41%
S & B Industry Inc TX$6.7M · 0.14%
Turrentine-Jackson-Morrow TX$6.7M · 0.48%
Frio Hospital Association TX$6.6M · 0.13%
The Fort Worth Club TX$6.5M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741495127 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.