Plan Ledger DOL Form 5500 · updated monthly

Perdue, Brandon, Fielder, Collins and Mott, L.L.P.401(k)

PERDUE, BRANDON, FIELDER, COLLINS AND MOTT 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Perdue, Brandon, Fielder, Collins and Mott, L.L.P. reported $39,587 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $4,193 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 0.16% to 0.13%. 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 1,414th-largest of 5,688 plans among Texas employers on file, and the 3,817th of 11,654 in professional & technical services. In 2024, employees put in $1.02 for every $1.00 the employer contributed; active participation has grown from 356 to 458 since 2022.

Plan summary
Net assets, end of year$33,667,363
Participants with balances400
Active participants458
Employer contributions$1,920,541
Employee contributions$1,956,808
Employer contribution per active participant$4,193
Average account balance$84,168
Benefits paid to participants$2,483,765
Plan auditUnmodified (clean) audit opinion
AuditorMWH GROUP, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$33.7M · 400 accts · $1.9M emplr
2023$28.4M · 362 accts · $1.7M emplr
2022$21.9M · 345 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,587
Total administrative$39,587
The Perdue, Brandon, Fielder, Collins and Mott, L.L.P. 401(k) match · 2024
Employer contribution per active participant$4,193
Median for plans this size$2,416
2024$4,193 per active participant
2023$4,500 per active participant
2022$4,695 per active participant

Perdue, Brandon, Fielder, Collins and Mott, L.L.P.'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$39,587

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$39,587 · 0.13%
2023$36,918 · 0.15%
2022$35,177 · 0.16%
Same employer
Similar plansProfessional & Technical Services · Texas
Dealersocket, Inc. TX$34.0M · 0.58%
Vmg Holdings LLC TX$34.0M · 0.26%
Cse Americas Inc. TX$33.7M · 0.32%
Smiledirectclub, LLC TX$33.6M · 0.38%
Rewardstyle, Inc. D/B/A Ltk TX$33.3M · 0.45%
2H Offshore Inc TX$33.3M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752027956 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.