Plan Ledger DOL Form 5500 · updated monthly

Sewell Family of Companies, Inc.401(k)

SEWELL FAMILY OF COMPANIES, INC. 401(K) PROFIT SHARING PLAN · ODESSA, TX · plan year 2025

Reported admin expense ratio · 2025
0.68%

Sewell Family of Companies, Inc. reported $135,257 in plan administrative expenses for 2025: 0.68% of average plan assets, higher than ~90% of peers. 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 rose from 0.06% to 0.68%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other retail trade employers. By assets it is the 1,917th-largest of 5,688 plans among Texas employers on file, and the 1,363rd of 5,215 in retail trade. active participation has grown from 400 to 633 since 2022.

Plan summary
Net assets, end of year$21,729,588
Participants with balances452
Active participants633
Employer contributions—
Employee contributions$1,961,956
Employer contribution per active participant—
Average account balance$48,074
Benefits paid to participants$1,394,319
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$21.7M · 452 accts
2024$18.1M · 321 accts
2023$15.1M · 358 accts
2022$11.2M · 275 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$54,924
Investment management$64,605
Total administrative$135,257
What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
JOHN HANCOCK · Recordkeeping · Investment advisory (participants)$56,352
USI ADVISORS INC · Investment advisory (plan)$54,000
STA BENEFITS · Investment advisory (plan)$15,728
WILSHIRE ASSOCIATES INC. · Investment advisory (participants)$9,176

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

Recordkeeper by year3
2025John Hancock
2024John Hancock
2023John Hancock

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Administrative cost history4
2025$135,257 · 0.68%
2024$119,665 · 0.72%
2023$8,068 · 0.06%
2022$6,950 · 0.06%
Same employer
Similar plansRetail Trade · Texas
Calendar Holdings LLC TX$22.5M · 0.23%
Moritz Partners, LP TX$22.3M · 0.23%
Eyemart Express, LLC TX$21.8M · 0.70%
Sames Motor Company, Inc. TX$21.0M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750715754 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.