Plan Ledger DOL Form 5500 · updated monthly

S.P.C.A. of Texas403(b)

403(B) THRIFT PLAN FOR S.P.C.A. OF TEXAS · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

S.P.C.A. of Texas reported $10,042 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $695 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 0.29%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Texas (4,383rd of 5,688), and 2,511th of 3,341 in other services. In 2024, employees put in $2.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,738,932
Participants with balances137
Active participants148
Employer contributions$102,799
Employee contributions$205,243
Employer contribution per active participant$695
Average account balance$27,291
Benefits paid to participants$156,252
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.7M · 137 accts · $103K emplr
2023$3.3M · 115 accts · $95K emplr
2022$2.9M · 115 accts · $82K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,042
Total administrative$10,042
Employer contributions to the S.P.C.A. of Texas plan · 2024
Employer contribution per active participant$695
Median for plans this size$1,313
2024$695 per active participant
2023$621 per active participant
2022$515 per active participant

S.P.C.A. of Texas's 2024 employer contribution ran below the $1,313 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 · 20242
MMA SECURITIES LLCindirect 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$10,042 · 0.29%
2023$10,627 · 0.34%
2022$9,791 · 0.32%
Similar plansOther Services · Texas
Removery, LLC TX$4.8M · 0.79%
The Caldwell Foundation TX$4.1M · 0.06%
Team Car Care, LLC TX$3.7M · 0.30%
Apartment Life TX$3.7M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751216660 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.