Plan Ledger DOL Form 5500 · updated monthly

Pritchard & Abbott, Inc.401(k) + ESOP (KSOP)

PRITCHARD & ABBOTT, INC. 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Pritchard & Abbott, Inc. reported $110,340 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $24,968 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 0.22% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,078th-largest of 5,688 plans among Texas employers on file, and the 294th of 2,096 in real estate & leasing. In 2024, the employer put in $4.61 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$48,795,363
Participants with balances174
Active participants109
Employer contributions$2,721,470
Employee contributions$590,338
Employer contribution per active participant$24,968
Average account balance$280,433
Benefits paid to participants$4,025,362
Plan auditUnmodified (clean) audit opinion
AuditorKHA ACCOUNTANTS, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$48.8M · 174 accts · $2.7M emplr
2023$45.2M · 169 accts · $2.5M emplr
2022$44.9M · 154 accts · $2.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,300
Investment management$100,208
Trustee / custodial$6,832
Total administrative$110,340
The Pritchard & Abbott, Inc. 401(k) match · 2024
Employer contribution per active participant$24,968
Median for plans this size$2,416
2024$24,968 per active participant
2023$23,273 per active participant
2022$25,867 per active participant

Pritchard & Abbott, Inc.'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 · 20242
ROGERS WEALTH GROUP, INC. · Recordkeeping · Investment management$103,508
MATRIX TRUST COMPAY · Custodial · Custodial (securities)$6,832

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

Recordkeeper by year2
2024ROGERS WEALTH GROUP, INC.
2023ROGERS WEALTH GROUP, INC.

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

Administrative cost history3
2024$110,340 · 0.23%
2023$105,635 · 0.23%
2022$104,904 · 0.22%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 751782738 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.