Plan Ledger DOL Form 5500 · updated monthly

Perry Homes, LLC401(k)

PERRY HOMES, LLC 401(K) PROFIT SHARING PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Perry Homes, LLC reported $165,506 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $2,551 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 0.13% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 619th-largest of 5,688 plans among Texas employers on file, and the 580th of 5,337 in construction. In 2024, employees put in $2.87 for every $1.00 the employer contributed; active participation has grown from 1,278 to 1,570 since 2022.

Plan summary
Net assets, end of year$107,869,019
Participants with balances1,896
Active participants1,570
Employer contributions$4,004,689
Employee contributions$11,512,365
Employer contribution per active participant$2,551
Average account balance$56,893
Benefits paid to participants$10,441,895
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$107.9M · 1,896 accts · $4.0M emplr
2023$90.3M · 1,842 accts · $3.5M emplr
2022$71.3M · 1,529 accts · $3.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$165,506
Total administrative$165,506
The Perry Homes, LLC 401(k) match · 2024
Employer contribution per active participant$2,551
Median for plans this size$3,635
2024$2,551 per active participant
2023$2,499 per active participant
2022$2,654 per active participant

Perry Homes, LLC's 2024 employer contribution ran below the $3,635 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 · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$78,165
NFP RETIREMENT INC · Investment advisory (plan)$17,985

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$165,506 · 0.17%
2023$121,816 · 0.15%
2022$95,713 · 0.13%
Same employer
Similar plansConstruction · Texas
Hhs Human Capital, Inc. TX$116.4M · 0.21%
Bilfinger North America Inc TX$112.2M · 0.20%
Fgi Group, Inc. TX$107.6M · 0.15%
Ccg Services, Inc. TX$106.0M · 0.16%
Orion TX$95.8M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760276305 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.