Plan Ledger DOL Form 5500 · updated monthly

Patten Gp, LLC401(k)

PATTEN TITLE COMPANIES RETIREMENT PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Patten Gp, LLC reported $4,559 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,298 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 0.06% to 0.09%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (3,857th of 5,688), and 1,431st of 2,096 in real estate & leasing. In 2024, employees put in $1.13 for every $1.00 the employer contributed; active participation has grown from 104 to 117 since 2022.

Plan summary
Net assets, end of year$5,814,981
Participants with balances115
Active participants117
Employer contributions$385,885
Employee contributions$435,073
Employer contribution per active participant$3,298
Average account balance$50,565
Benefits paid to participants$270,116
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 115 accts · $386K emplr
2023$4.2M · 136 accts · $315K emplr
2022$3.0M · 119 accts · $149K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,559
Total administrative$4,559
The Patten Gp, LLC 401(k) match · 2024
Employer contribution per active participant$3,298
Median for plans this size$1,313
2024$3,298 per active participant
2023$3,087 per active participant
2022$1,436 per active participant

Patten Gp, LLC's 2024 employer contribution ran above the $1,313 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
NOVA 401(K) ASSOCIATES · Contract administrator$3,781

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$4,559 · 0.09%
2023$1,730 · 0.05%
2022$1,700 · 0.06%
Similar plansReal Estate & Leasing · Texas
Kairoi Management, LLC TX$6.0M · 0.90%
Homeward, Inc. TX$5.9M · 1.07%
Medve Group Inc TX$5.9M · 0.15%
Allpoints Services Corp. TX$5.8M · 0.44%
Sueba USA Corporation TX$5.7M · 0.08%
Columbia IT Inc. TX$5.4M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832734995 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.