Plan Ledger DOL Form 5500 · updated monthly

Percheron Holdings, LLC401(k)

PERCHERON, LLC 401(K) PROFIT SHARING PLAN · KATY, TX · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Percheron Holdings, LLC reported $94,834 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,897th-largest of 5,688 plans among Texas employers on file, and the 614th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$21,928,471
Participants with balances391
Active participants854
Employer contributions$0
Employee contributions$2,128,579
Employer contribution per active participant$0
Average account balance$56,083
Benefits paid to participants$1,455,070
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.9M · 391 accts
2023$18.1M · 374 accts
2022$15.2M · 362 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,030
Investment management$44,804
Total administrative$94,834
The Percheron Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Percheron Holdings, LLC's 2024 employer contribution ran below the $2,416 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 · 20243
CREATIVE PLANNING LLC · Investment advisory (plan)$33,000
EMPOWER ADVISORY GROUP, LLC · Investment management$11,804

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$94,834 · 0.47%
2023$80,080 · 0.48%
2022$80,055 · 0.48%
Same employer
Similar plansReal Estate & Leasing · Texas
Norwood Management, Inc. TX$23.5M · 0.41%
The Morgan Group Inc. TX$23.3M · 0.42%
Main Street Renewal, LLC TX$20.7M · 0.59%
T.L.H. Enterprises, Inc. TX$19.8M · 0.41%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 271955567 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.