Plan Ledger DOL Form 5500 · updated monthly

Quilling, Selander, Lownds, Winslett & Moser, P.C.401(k)

QUILLING, SELANDER, LOWNDS, WINSLETT & MOSER, P.C. RETIREMENT PLAN AND TRUST · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Quilling, Selander, Lownds, Winslett & Moser, P.C. reported $5,650 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,418 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 0.011% to 0.013%. 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 1,161st-largest of 5,688 plans among Texas employers on file, and the 3,057th of 11,654 in professional & technical services. In 2024, employees put in $1.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$44,025,408
Participants with balances127
Active participants89
Employer contributions$749,212
Employee contributions$1,298,550
Employer contribution per active participant$8,418
Average account balance$346,657
Benefits paid to participants$8,286,360
Plan auditUnmodified (clean) audit opinion
AuditorEEPB, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$44.0M · 127 accts · $749K emplr
2023$44.0M · 125 accts · $651K emplr
2022$37.2M · 134 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,075
Investment management$3,075
Total administrative$5,650
The Quilling, Selander, Lownds, Winslett & Moser, P.C. 401(k) match · 2024
Employer contribution per active participant$8,418
Median for plans this size$2,416
2024$8,418 per active participant
2023$7,943 per active participant
2022$12,906 per active participant

Quilling, Selander, Lownds, Winslett & Moser, P.C.'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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,575

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$5,650 · 0.01%
2023$4,978 · 0.01%
2022$4,433 · 0.01%
Same employer
Similar plansProfessional & Technical Services · Texas
Fesco, LTD. TX$46.0M · 0.13%
Lone Star Legal Aid TX$45.9M · 0.01%
Global Shop Solutions, Inc. TX$44.0M · 0.21%
Germer PLLC TX$43.7M · 0.13%
Actian Corporation TX$43.7M · 0.22%
Pmg Worldwide, LLC TX$43.7M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 752459334 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.