Plan Ledger DOL Form 5500 · updated monthly

Seidel Schroeder401(k)

SEIDEL, SCHROEDER & COMPANY 401(K) PROFIT SHARING PLAN · BRENHAM, TX · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Seidel Schroeder reported $73,027 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $278 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 0.449%. 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 2,211th-largest of 5,688 plans among Texas employers on file, and 6,038th of 11,654 in professional & technical services. In 2024, employees put in $21.25 for every $1.00 the employer contributed; active participation has grown from 91 to 110 since 2022.

Plan summary
Net assets, end of year$17,411,032
Participants with balances139
Active participants110
Employer contributions$30,572
Employee contributions$649,694
Employer contribution per active participant$278
Average account balance$125,259
Benefits paid to participants$301,843
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.4M · 139 accts · $31K emplr
2023$15.1M · 154 accts · $608K emplr
2022$12.5M · 152 accts · $574K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$73,027
Total administrative$73,027
The Seidel Schroeder 401(k) match · 2024
Employer contribution per active participant$278
Median for plans this size$2,416
2024$278 per active participant
2023$5,904 per active participant
2022$6,307 per active participant

Seidel Schroeder's 2024 employer contribution ran below the $2,416 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 · 20246
LEE$36,388
PRICEKUBECKA PLLC · Accounting / audit$9,500
LEAFHOUSE FINANCIAL ADVISORS, LLC$7,911
EMPOWER ADVISORY GROUP, LLC · Investment management$7,177
ECONOMIC GROUP PENSION SERVICES INC · Contract administrator$6,423

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$73,027 · 0.45%
2023$67,876 · 0.49%
2022$64,786 · 0.45%
Similar plansProfessional & Technical Services · Texas
Dehay & Elliston, LLP TX$17.5M · 0.02%
Witherite Law Group, PLLC TX$17.4M · 0.75%
Lone Star Aerospace, Inc. TX$17.2M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742052353 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.