Plan Ledger DOL Form 5500 · updated monthly

Rogers-O'Brien Construction Company, LLC401(k)

ROGERS-O'BRIEN CONSTRUCTION COMPANY, LLC 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Rogers-O'Brien Construction Company, LLC reported $56,143 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $2,813 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 fell from 0.32% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other construction employers. By assets it is the 955th-largest of 5,688 plans among Texas employers on file, and the 947th of 5,337 in construction. In 2024, employees put in $2.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$57,690,205
Participants with balances584
Active participants538
Employer contributions$1,513,239
Employee contributions$4,440,790
Employer contribution per active participant$2,813
Average account balance$98,785
Benefits paid to participants$4,370,833
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$57.7M · 584 accts · $1.5M emplr
2023$49.3M · 533 accts · $1.4M emplr
2022$39.6M · 523 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,546
Investment management$22,748
Trustee / custodial$10,617
Total administrative$56,143
The Rogers-O'Brien Construction Company, LLC 401(k) match · 2024
Employer contribution per active participant$2,813
Median for plans this size$3,635
2024$2,813 per active participant
2023$2,783 per active participant
2022$2,462 per active participant

Rogers-O'Brien Construction Company, LLC's 2024 employer contribution ran below the $3,635 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
BOKF, NA · Custodial (securities) · Trustee$56,069

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$56,143 · 0.10%
2023$72,351 · 0.16%
2022$133,054 · 0.32%
Same employer
Similar plansConstruction · Texas
The Brandt Companies, LLC TX$68.3M · 0.21%
Wilks Brothers, LLC TX$68.2M · 0.11%
Chesmar Homes LLC TX$66.5M · 0.01%
Tellepsen Corporation TX$55.8M · 0.05%
Sunnova Energy Corporation TX$53.7M · 0.66%
Saulsbury Industries, Inc. TX$51.2M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680588178 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.