Petrus Trust Company, Lta401(k)
PEROT EMPLOYEE RETIREMENT SAVINGS PLAN · DALLAS, TX · plan year 2024
Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works
Petrus Trust Company, Lta reported $385 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,796 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 1 year on file its reported administrative ratio fell from 0.001% to 0.001%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 989th-largest of 5,688 plans among Texas employers on file, and the 1,557th of 4,798 in finance & insurance. In 2024, employees put in $1.69 for every $1.00 the employer contributed.
Petrus Trust Company, Lta's 2024 employer contribution ran above the $3,635 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
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Source: U.S. Department of Labor, Form 5500 series, EIN 800168836 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.