Plan Ledger DOL Form 5500 · updated monthly

P10 Holdings, Inc.401(k)

P10 401(K) PROFIT SHARING PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

P10 Holdings, Inc. reported $107,211 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $6,761 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 3 years on file its reported administrative ratio has held roughly steady near 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,605th-largest of 5,688 plans among Texas employers on file, and 2,504th of 4,798 in finance & insurance. In 2024, employees put in $2.23 for every $1.00 the employer contributed; active participation has grown from 158 to 180 since 2022.

Plan summary
Net assets, end of year$28,274,586
Participants with balances240
Active participants180
Employer contributions$1,217,007
Employee contributions$2,716,882
Employer contribution per active participant$6,761
Average account balance$117,811
Benefits paid to participants$1,027,860
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.3M · 240 accts · $1.2M emplr
2023$21.5M · 218 accts · $1.1M emplr
2022$14.0M · 155 accts · $847K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,676
Investment management$93,535
Total administrative$107,211
The P10 Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$6,761
Median for plans this size$2,416
2024$6,761 per active participant
2023$6,239 per active participant
2022$5,363 per active participant

P10 Holdings, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
EMBREE FINANCIAL GROUP · Investment management$93,535
RETIREMENT PLAN CONSULTANTS, INC. · Loan processing$13,676

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$107,211 · 0.43%
2023$75,883 · 0.43%
2022$59,815 · 0.44%
Similar plansFinance & Insurance · Texas
Silver Ventures, Inc. TX$28.6M · 0.52%
Aes Drilling Fluids, LLC TX$28.4M · 0.31%
Security State Bank & Trust TX$28.0M · 0.30%
Texas Gulf Bancshares, Inc. TX$27.9M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742961657 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.