Plan Ledger DOL Form 5500 · updated monthly

Schouest, Bamdas, Soshea, Benmaier & Eastham, PLLC401(k)

SBSB LAW 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Schouest, Bamdas, Soshea, Benmaier & Eastham, PLLC reported $13,202 in plan administrative expenses for 2024: 0.14% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (3,042nd of 5,688), and 7,956th of 11,654 in professional & technical services. active participation has grown from 165 to 243 since 2022.

Plan summary
Net assets, end of year$10,158,004
Participants with balances186
Active participants243
Employer contributions$0
Employee contributions$1,576,733
Employer contribution per active participant$0
Average account balance$54,613
Benefits paid to participants$1,461,011
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.2M · 186 accts
2023$8.6M · 174 accts
2022$5.8M · 132 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,769
Investment management$7,433
Total administrative$13,202
The Schouest, Bamdas, Soshea, Benmaier & Eastham, PLLC 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Schouest, Bamdas, Soshea, Benmaier & Eastham, PLLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$7,001
WELLS FARGO CLEARING SERVICES, 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$13,202 · 0.14%
2023$9,919 · 0.14%
2022$6,061 · 0.10%
Same employer
Similar plansProfessional & Technical Services · Texas
Ne Construction LLP TX$10.2M · 0.19%
Volusion, LLC TX$10.2M · 0.55%
Zenbusiness Inc TX$10.0M · 0.24%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 473125754 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.