Plan Ledger DOL Form 5500 · updated monthly

Script Care, LTD.401(k)

SCRIPT CARE LTD PROFIT SHARING 401K PLAN · BEAUMONT, TX · plan year 2023

Reported admin expense ratio · 2023
0.21%

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

Script Care, LTD. reported $74,758 in plan administrative expenses for 2023: 0.21% of average plan assets, below the peer median. Employer contributions averaged $6,844 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 3 years on file its reported administrative ratio has held roughly steady near 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is the 1,253rd-largest of 5,688 plans among Texas employers on file, and the 799th of 5,215 in retail trade. In 2023, employees put in $1.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,509,842
Participants with balances115
Active participants122
Employer contributions$834,908
Employee contributions$1,307,161
Employer contribution per active participant$6,844
Average account balance$343,564
Benefits paid to participants$496,658
Plan auditUnmodified (clean) audit opinion
AuditorLAWRENCE BLACKBURN MEEK MAXEY & CO
Plan history3
Yearassets · accounts · employer contribution
2024$35.3M · 132 accts · $961K emplr
2023$39.5M · 115 accts · $835K emplr
2022$30.2M · 109 accts · $791K emplr
Administrative expenses, itemized · 2023
Investment management$74,758
Total administrative$74,758
The Script Care, LTD. 401(k) match · 2023
Employer contribution per active participant$6,844
Median for plans this size$2,440
2024$6,674 per active participant
2023$6,844 per active participant
2022$6,275 per active participant

Script Care, LTD.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
JOHN HANCOCK RETIRMENT PLAN SVCS · Recordkeeping$23,183
BMT WEALTH · Investment advisory (plan)$61,823
COMPENSATION STRATEGIES GROUP · Contract administrator$15,456

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$72,779 · 0.19%
2023$74,758 · 0.21%
2022$71,482 · 0.20%
Same employer
Similar plansRetail Trade · Texas
Soleo Health Holdings, Inc. TX$42.0M · 0.37%
Tony Gullo Motors, I, LP TX$41.5M · 0.64%
Continental Cars, Inc. TX$39.6M · 0.30%
Covert Buick, Inc. TX$39.0M · 0.56%
Advocare International LLC TX$38.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760295598 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.