Plan Ledger DOL Form 5500 · updated monthly

Pattillo, Brown & Hill, L.L.P.401(k)

PATTILLO, BROWN & HILL, LLP 401(K) PROFIT SHARING PLAN & TRUST · WACO, TX · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Pattillo, Brown & Hill, L.L.P. reported $42,355 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $1,511 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 0.34%. 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 2,620th-largest of 5,688 plans among Texas employers on file, and 6,987th of 11,654 in professional & technical services. In 2024, employees put in $3.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,397,486
Participants with balances165
Active participants162
Employer contributions$244,714
Employee contributions$774,230
Employer contribution per active participant$1,511
Average account balance$81,197
Benefits paid to participants$607,856
Plan auditUnmodified (clean) audit opinion
AuditorJAMES MILLER, CPA PC
Plan history3
Yearassets · accounts · employer contribution
2024$13.4M · 165 accts · $245K emplr
2023$11.5M · 152 accts · $225K emplr
2022$10.2M · 154 accts · $211K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,050
Investment management$41,305
Total administrative$42,355
The Pattillo, Brown & Hill, L.L.P. 401(k) match · 2024
Employer contribution per active participant$1,511
Median for plans this size$2,416
2024$1,511 per active participant
2023$1,459 per active participant
2022$1,426 per active participant

Pattillo, Brown & Hill, L.L.P.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PATTILLO, BROWN & HILL, LLP · Recordkeeping · Loan processing$1,050
INVESTORS BROKERAGE OF TEXAS, LTD. · Investment advisory (participants) · Investment advisory (plan)$41,305

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

Recordkeeper by year2
2024PATTILLO, BROWN & HILL, LLP
2023PATTILLO, BROWN & HILL, LLP

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Administrative cost history3
2024$42,355 · 0.34%
2023$37,905 · 0.35%
2022$36,302 · 0.33%
Same employer
Similar plansProfessional & Technical Services · Texas
Point of Rental, Inc. TX$13.4M · 0.17%
Grantworks, Inc TX$13.4M · 0.39%
Calian Corp TX$13.4M · 0.47%
Boka Powell, LLC TX$13.2M · 0.36%
Calvetti Ferguson, LLC TX$13.2M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741130599 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.