Plan Ledger DOL Form 5500 · updated monthly

Saville Cpas & Advisors, LLC401(k)

SAVILLE, DODGEN & COMPANY 401K PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Saville Cpas & Advisors, LLC reported $19,809 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $4,540 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 0.10% to 0.14%. 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 2,326th-largest of 5,688 plans among Texas employers on file, and 6,327th of 11,654 in professional & technical services. In 2024, employees put in $2.00 for every $1.00 the employer contributed; active participation has grown from 116 to 149 since 2022.

Plan summary
Net assets, end of year$16,079,068
Participants with balances174
Active participants149
Employer contributions$676,416
Employee contributions$1,352,993
Employer contribution per active participant$4,540
Average account balance$92,408
Benefits paid to participants$296,770
Plan auditUnmodified (clean) audit opinion
AuditorTHE WHITLOCK COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$16.1M · 174 accts · $676K emplr
2023$12.5M · 158 accts · $548K emplr
2022$10.6M · 137 accts · $457K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,073
Investment management$736
Total administrative$19,809
The Saville Cpas & Advisors, LLC 401(k) match · 2024
Employer contribution per active participant$4,540
Median for plans this size$2,416
2024$4,540 per active participant
2023$4,151 per active participant
2022$3,940 per active participant

Saville Cpas & Advisors, LLC'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 · 20242
FIDELITY INVESTMENTS INSITUTIONAL · Loan processing$19,232
STRATEGIC ADVISORS, INC · Investment advisory (plan)$736

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$19,809 · 0.14%
2023$14,049 · 0.12%
2022$10,951 · 0.10%
Same employer
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Decision Analyst, Inc. TX$16.3M · 0.04%
Apex Dental Partners TX$16.2M · 0.38%
O'Connell Robertson, Inc. TX$16.2M · 0.00%
Mantis Innovation, LLC TX$16.2M · 0.05%
Olson Engineering Inc. TX$15.8M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 900525804 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.