Plan Ledger DOL Form 5500 · updated monthly

Risk Theory, LLC401(k)

RISK THEORY, LLC 401(K) PLAN · ADDISON, TX · plan year 2022

Reported admin expense ratio · 2022
0.07%

Risk Theory, LLC reported $3,707 in plan administrative expenses for 2022: 0.07% of average plan assets, lower than ~75% of peers. 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Texas (3,806th of 5,688), and 4,374th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$6,030,755
Participants with balances176
Active participants344
Employer contributions—
Employee contributions$1,515,002
Employer contribution per active participant—
Average account balance$34,266
Benefits paid to participants$282,462
Plan auditUnmodified (clean) audit opinion
AuditorFORVIS LLP
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$3,707 · 0.07%
Same employer
Similar plansFinance & Insurance · Texas
Kelp Holding, Inc. TX$6.1M · 0.03%
Crockett National Bank TX$6.0M · 0.01%
Vbt Financial Corporation TX$6.0M · 0.58%
Rategenius, Inc. TX$6.0M · 1.61%
Fundbox, Inc. TX$5.9M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461265980 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.