Plan Ledger DOL Form 5500 · updated monthly

Pogue Construction Co., LP401(k)

POGUE CONSTRUCTION, CO., LP 401(K) PROFIT SHARING PLAN · MCKINNEY, TX · plan year 2024

Reported admin expense ratio · 2024
0.60%

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

Pogue Construction Co., LP reported $100,734 in plan administrative expenses for 2024: 0.60% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,596 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 0.60%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 2,175th-largest of 5,688 plans among Texas employers on file, and the 2,185th of 5,337 in construction. In 2024, employees put in $1.23 for every $1.00 the employer contributed; active participation has grown from 160 to 257 since 2022.

Plan summary
Net assets, end of year$17,888,956
Participants with balances272
Active participants257
Employer contributions$1,181,151
Employee contributions$1,450,103
Employer contribution per active participant$4,596
Average account balance$65,768
Benefits paid to participants$2,468,695
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.9M · 272 accts · $1.2M emplr
2023$15.7M · 218 accts · $924K emplr
2022$13.2M · 200 accts · $801K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,002
Investment management$67,624
Trustee / custodial$5,108
Total administrative$100,734
The Pogue Construction Co., LP 401(k) match · 2024
Employer contribution per active participant$4,596
Median for plans this size$2,416
2024$4,596 per active participant
2023$4,839 per active participant
2022$5,003 per active participant

Pogue Construction Co., LP'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 · 20243
AMERITAS LIFE INSURANCE CORP · Claims processing · Contract administrator$28,002
FONDREN OAKS CAPITAL MANAGEMENT · Investment advisory (participants) · Investment advisory (plan)$67,624
CHARLES SCHWAB BANK · Custodial (securities) · Trustee (directed)$5,108

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

Recordkeeper by year2
2024Ameritas
2023Ameritas

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

Administrative cost history3
2024$100,734 · 0.60%
2023$84,777 · 0.59%
2022$86,667 · 0.61%
Same employer
Similar plansConstruction · Texas
American Constructors, LLC TX$18.8M · 0.37%
Parkway C & a, LP TX$18.4M · 0.64%
Troy Companies, LLC TX$18.4M · 0.76%
Anew Climate, LLC TX$17.7M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751650672 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.