Plan Ledger DOL Form 5500 · updated monthly

Pbk Architects, Inc.401(k)

PBK ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Pbk Architects, Inc. reported $146,566 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $419 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 fell from 0.24% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 551st-largest of 5,688 plans among Texas employers on file, and the 1,270th of 11,654 in professional & technical services. In 2024, employees put in $16.83 for every $1.00 the employer contributed; active participation has grown from 717 to 1,060 since 2022.

Plan summary
Net assets, end of year$121,029,458
Participants with balances331
Active participants1,060
Employer contributions$444,243
Employee contributions$7,475,087
Employer contribution per active participant$419
Average account balance$365,648
Benefits paid to participants$11,349,736
Plan history3
Yearassets · accounts · employer contribution
2024$121.0M · 331 accts · $444K emplr
2023$101.3M · 1,137 accts · $1.9M emplr
2022$66.3M · 904 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,612
Investment management$117,380
Total administrative$146,566
The Pbk Architects, Inc. 401(k) match · 2024
Employer contribution per active participant$419
Median for plans this size$3,635
2024$419 per active participant
2023$2,161 per active participant
2022$1,758 per active participant

Pbk Architects, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20244
WELLTH ADVISORY SERVICES LLC · Investment advisory (plan)$101,786
GLOBAL RETIREMENT PARTNERS, LLC · Consulting$24,574
LPL FINANCIAL LLC · Investment advisory (plan)$15,594
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$4,613

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$146,566 · 0.13%
2023$132,368 · 0.16%
2022$127,924 · 0.24%
Same employer
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Wood Mackenzie, Inc. TX$122.9M · 0.14%
Corgan Associates, Inc. TX$122.8M · 0.17%
Access Plans LLC TX$122.4M · 0.34%
D & M Holding Inc. TX$119.1M · 0.14%
Petroleum Geo-Services, Inc. TX$115.1M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741975450 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.