Plan Ledger DOL Form 5500 · updated monthly

Pannell Kerr Forster of Texas PC401(k)

PANNELL KERR FORSTER OF TEXAS, P.C. 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Pannell Kerr Forster of Texas PC reported $98,492 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $11,504 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 0.241%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,172nd-largest of 5,688 plans among Texas employers on file, and the 3,094th of 11,654 in professional & technical services. In 2024, employees put in $1.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$43,415,642
Participants with balances252
Active participants100
Employer contributions$1,150,423
Employee contributions$1,475,251
Employer contribution per active participant$11,504
Average account balance$172,284
Benefits paid to participants$3,123,989
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$43.4M · 252 accts · $1.2M emplr
2023$38.2M · 239 accts · $1.1M emplr
2022$31.2M · 226 accts · $978K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,170
Investment management$58,322
Total administrative$98,492
The Pannell Kerr Forster of Texas PC 401(k) match · 2024
Employer contribution per active participant$11,504
Median for plans this size$2,416
2024$11,504 per active participant
2023$9,029 per active participant
2022$8,810 per active participant

Pannell Kerr Forster of Texas PC'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 · 20243
UBS FINANCIAL SERVICES, INC. · Recordkeeping · Trustee$58,321
ADP, INC. · Loan processing · Recordkeeping$40,170
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, UBS
2023ADP, UBS

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

Administrative cost history3
2024$98,492 · 0.24%
2023$80,754 · 0.23%
2022$83,073 · 0.24%
Same employer
Similar plansProfessional & Technical Services · Texas
Germer PLLC TX$43.7M · 0.13%
Actian Corporation TX$43.7M · 0.22%
Pmg Worldwide, LLC TX$43.7M · 0.03%
Compugroup Medical, Inc. TX$43.2M · 0.36%
Irisndt Inc. TX$42.6M · 1.01%
Am Technical Solutions TX$42.4M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760356844 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.