Plan Ledger DOL Form 5500 · updated monthly

Rattikin Title Company401(k)

RATTIKIN TITLE COMPANY PROFIT SHARING PLAN AND TRUST · FORT WORTH, TX · plan year 2022

Reported admin expense ratio · 2022
0.35%

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

Rattikin Title Company reported $40,529 in plan administrative expenses for 2022: 0.35% of average plan assets, above the peer median. Employer contributions averaged $1,115 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (3,025th of 5,688), and 1,097th of 2,096 in real estate & leasing. In 2022, employees put in $6.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,239,001
Participants with balances98
Active participants77
Employer contributions$85,878
Employee contributions$535,163
Employer contribution per active participant$1,115
Average account balance$104,480
Benefits paid to participants$1,362,431
Plan auditUnmodified (clean) audit opinion
AuditorSUTTON FROST CARY LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$13,130
Investment management$27,399
Total administrative$40,529
The Rattikin Title Company 401(k) match · 2022
Employer contribution per active participant$1,115
Median for plans this size$2,266

Rattikin Title Company's 2022 employer contribution ran below the $2,266 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$40,529 · 0.35%
Similar plansReal Estate & Leasing · Texas
Intercity Investments, Inc. TX$10.5M · 0.39%
Silvercar, Inc. TX$9.5M · 0.87%
Whitestone Reit TX$9.4M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750748723 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.