Plan Ledger DOL Form 5500 · updated monthly

Primary Arms, LLC401(k)

PRIMARY ARMS, LLC 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

Primary Arms, LLC reported $30,083 in plan administrative expenses for 2024: 0.68% of average plan assets, above the peer median. Employer contributions averaged $1,358 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 0.07% to 0.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Texas (4,000th of 5,688), and 3,606th of 4,246 in wholesale trade. In 2024, employees put in $1.66 for every $1.00 the employer contributed; active participation has grown from 151 to 277 since 2022.

Plan summary
Net assets, end of year$5,196,454
Participants with balances159
Active participants277
Employer contributions$376,254
Employee contributions$625,397
Employer contribution per active participant$1,358
Average account balance$32,682
Benefits paid to participants$126,130
Plan auditUnmodified (clean) audit opinion
AuditorHAM, LANGSTON & BREZINA, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$5.2M · 159 accts · $376K emplr
2023$3.7M · 137 accts · $366K emplr
2022$2.4M · 104 accts · $186K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,683
Total administrative$30,083
The Primary Arms, LLC 401(k) match · 2024
Employer contribution per active participant$1,358
Median for plans this size$1,313
2024$1,358 per active participant
2023$1,387 per active participant
2022$1,231 per active participant

Primary Arms, LLC's 2024 employer contribution ran above the $1,313 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 · 20242
ONEDIGITAL INVESTMENT ADVISORSindirect comp

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$30,083 · 0.68%
2023$17,187 · 0.57%
2022$1,715 · 0.07%
Same employer
Similar plansWholesale Trade · Texas
McLane Express, Inc. TX$5.6M · 0.99%
Staton Holdings, Inc. TX$5.2M · 0.59%
Reeder Distributors Inc. TX$4.9M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113837722 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.