Plan Ledger DOL Form 5500 · updated monthly

Scott Felder Homes LLC401(k)

SCOTT FELDER HOMES 401K/ROTH PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Scott Felder Homes LLC reported $23,120 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $2,458 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 0.04% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 2,828th-largest of 5,688 plans among Texas employers on file, and 2,844th of 5,337 in construction. In 2024, employees put in $2.84 for every $1.00 the employer contributed; active participation has shrunk from 158 to 121 since 2022.

Plan summary
Net assets, end of year$11,748,776
Participants with balances128
Active participants121
Employer contributions$297,423
Employee contributions$846,152
Employer contribution per active participant$2,458
Average account balance$91,787
Benefits paid to participants$1,084,285
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.7M · 128 accts · $297K emplr
2023$9.9M · 142 accts · $302K emplr
2022$8.0M · 147 accts · $307K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,120
Total administrative$23,120
The Scott Felder Homes LLC 401(k) match · 2024
Employer contribution per active participant$2,458
Median for plans this size$2,416
2024$2,458 per active participant
2023$2,267 per active participant
2022$1,942 per active participant

Scott Felder Homes LLC'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 · 20244
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$1,502
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$5,702
BKS FINANCIAL INVESTMENTS LLC · Consultingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$23,120 · 0.21%
2023$8,049 · 0.09%
2022$2,980 · 0.04%
Same employer
Similar plansConstruction · Texas
History Maker Homes TX$12.1M · 0.46%
Graco Interests, Inc. TX$12.0M · 0.15%
Flooring Services, LLC TX$11.7M · 0.32%
Oht Partners, LLC TX$11.7M · 0.65%
Electra Link, Inc. TX$11.7M · 0.80%
Gibson & Associates, Inc. TX$11.6M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262339433 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.