Plan Ledger DOL Form 5500 · updated monthly

Rewardstyle, Inc. D/B/A Ltk401(k)

LTK 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Rewardstyle, Inc. D/B/A Ltk reported $128,658 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $4,742 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 0.32% to 0.45%. 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 1,427th-largest of 5,688 plans among Texas employers on file, and the 3,843rd of 11,654 in professional & technical services. In 2024, employees put in $2.04 for every $1.00 the employer contributed; active participation has grown from 494 to 587 since 2022.

Plan summary
Net assets, end of year$33,278,126
Participants with balances640
Active participants587
Employer contributions$2,783,737
Employee contributions$5,681,791
Employer contribution per active participant$4,742
Average account balance$51,997
Benefits paid to participants$3,944,066
Plan auditUnmodified (clean) audit opinion
AuditorYULISHANA, INC
Plan history3
Yearassets · accounts · employer contribution
2024$33.3M · 640 accts · $2.8M emplr
2023$23.7M · 623 accts · $2.4M emplr
2022$12.7M · 463 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,046
Investment management$57,242
Total administrative$128,658
The Rewardstyle, Inc. D/B/A Ltk 401(k) match · 2024
Employer contribution per active participant$4,742
Median for plans this size$2,416
2024$4,742 per active participant
2023$4,086 per active participant
2022$3,052 per active participant

Rewardstyle, Inc. D/B/A Ltk'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
THE BALDWIN GROUP WEALTH ADVISORS · Consulting · Investment advisory (plan)$71,465
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$47,046
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$10,147

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$128,658 · 0.45%
2023$44,760 · 0.25%
2022$36,107 · 0.32%
Same employer
Similar plansProfessional & Technical Services · Texas
Cse Americas Inc. TX$33.7M · 0.32%
Smiledirectclub, LLC TX$33.6M · 0.38%
2H Offshore Inc TX$33.3M · 0.02%
Arc Games Inc. TX$32.9M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473668234 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.