Plan Ledger DOL Form 5500 · updated monthly

Shaw Systems Associates, L.L.C.401(k)

SHAW SYSTEMS ASSOCIATES, L.L.C. PROFIT SHARING PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Shaw Systems Associates, L.L.C. reported $61,076 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $3,538 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 0.198%. 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 1,429th-largest of 5,688 plans among Texas employers on file, and the 3,845th of 11,654 in professional & technical services. In 2024, employees put in $3.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,266,464
Participants with balances162
Active participants112
Employer contributions$396,311
Employee contributions$1,231,427
Employer contribution per active participant$3,538
Average account balance$205,349
Benefits paid to participants$1,835,493
Plan auditUnmodified (clean) audit opinion
AuditorANDERS, MINKLER, HUBER HELM LLP
Plan history3
Yearassets · accounts · employer contribution
2024$33.3M · 162 accts · $396K emplr
2023$28.5M · 165 accts · $486K emplr
2022$23.7M · 129 accts · $216K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,300
Investment management$58,776
Total administrative$61,076
The Shaw Systems Associates, L.L.C. 401(k) match · 2024
Employer contribution per active participant$3,538
Median for plans this size$2,416
2024$3,538 per active participant
2023$3,601 per active participant
2022$1,740 per active participant

Shaw Systems Associates, L.L.C.'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 · 20242
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$58,776
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$2,300

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$61,076 · 0.20%
2023$50,546 · 0.19%
2022$54,672 · 0.20%
Same employer
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Smiledirectclub, LLC TX$33.6M · 0.38%
Rewardstyle, Inc. D/B/A Ltk TX$33.3M · 0.45%
2H Offshore Inc TX$33.3M · 0.02%
Arc Games Inc. TX$32.9M · 0.24%
Magseis Fairfield, LLC TX$32.8M · 0.02%
The Lanier Law Firm, P.C. TX$32.6M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741597342 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.