Plan Ledger DOL Form 5500 · updated monthly

Roberts Markel Weinberg Butler Hailey P.C.401(k)

ROBERTS MARKEL WEINBURG BUTLER HAILEY P.C. 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Roberts Markel Weinberg Butler Hailey P.C. reported $9,147 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,542 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 0.05% to 0.06%. 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 2,362nd-largest of 5,688 plans among Texas employers on file, and 6,417th of 11,654 in professional & technical services. In 2024, employees put in $3.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,677,521
Participants with balances175
Active participants122
Employer contributions$310,066
Employee contributions$991,635
Employer contribution per active participant$2,542
Average account balance$89,586
Benefits paid to participants$265,368
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.7M · 175 accts · $310K emplr
2023$12.6M · 164 accts · $188K emplr
2022$10.7M · 163 accts · $261K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,225
Investment management$1,972
Total administrative$9,147
The Roberts Markel Weinberg Butler Hailey P.C. 401(k) match · 2024
Employer contribution per active participant$2,542
Median for plans this size$2,416
2024$2,542 per active participant
2023$1,624 per active participant
2022$2,355 per active participant

Roberts Markel Weinberg Butler Hailey P.C.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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
NOVA 401(K) ASSOCIATES · Other servicesindirect comp

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$9,147 · 0.06%
2023$8,373 · 0.07%
2022$6,164 · 0.05%
Same employer
Similar plansProfessional & Technical Services · Texas
Armor Defense Inc. TX$15.7M · 0.01%
Timeclock Plus, LLC TX$15.5M · 0.53%
J. Taylor & Associates, LLC TX$15.4M · 0.45%
Dof Subsea USA, Inc. TX$15.4M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810579836 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.