Plan Ledger DOL Form 5500 · updated monthly

Planning Design Research Corporation401(k)

PDR 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Planning Design Research Corporation reported $9,394 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,057 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 0.073% to 0.069%. 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 2,563rd-largest of 5,688 plans among Texas employers on file, and 6,870th of 11,654 in professional & technical services. In 2024, employees put in $2.20 for every $1.00 the employer contributed; active participation has shrunk from 50 to 42 since 2022.

Plan summary
Net assets, end of year$13,830,038
Participants with balances101
Active participants42
Employer contributions$128,380
Employee contributions$282,229
Employer contribution per active participant$3,057
Average account balance$136,931
Benefits paid to participants$1,647,474
Plan auditUnmodified (clean) audit opinion
AuditorWEINSTEIN SPIRA
Plan history3
Yearassets · accounts · employer contribution
2024$13.8M · 101 accts · $128K emplr
2023$13.4M · 107 accts · $137K emplr
2022$13.5M · 126 accts · $171K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,394
Total administrative$9,394
The Planning Design Research Corporation 401(k) match · 2024
Employer contribution per active participant$3,057
Median for plans this size$2,416
2024$3,057 per active participant
2023$3,691 per active participant
2022$3,417 per active participant

Planning Design Research Corporation's 2024 employer contribution ran above the $2,416 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 · 20241
NEWPORT GROUP, INC. · Recordkeeping$9,394

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$9,394 · 0.07%
2023$11,058 · 0.08%
2022$10,709 · 0.07%
Similar plansProfessional & Technical Services · Texas
Lanvera, LTD. TX$14.0M · 0.08%
Liaison Resources, LP TX$14.0M · 0.33%
Broaddus & Associates, Inc. TX$14.0M · 0.32%
Access Sciences Corporation TX$14.0M · 0.40%
One Network Enterprises TX$13.8M · 0.04%
Mark Andrews & Company TX$13.8M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741904393 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.