Plan Ledger DOL Form 5500 · updated monthly

Shogun Enterprises Inc.401(k)

SHOGUN 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.36%

Shogun Enterprises Inc. reported $11,018 in plan administrative expenses for 2024: 0.36% of average plan assets, below the peer median. 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 fell from 0.72% to 0.36%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Texas (4,467th of 5,688), and 2,008th of 2,199 in information & media. active participation has grown from 132 to 151 since 2022.

Plan summary
Net assets, end of year$3,405,767
Participants with balances496
Active participants151
Employer contributions—
Employee contributions$637,932
Employer contribution per active participant—
Average account balance$6,866
Benefits paid to participants$475,945
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.4M · 496 accts
2023$2.8M · 382 accts
2022$2.1M · 343 accts
Administrative expenses, itemized · 2024
Investment management$11,018
Total administrative$11,018
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 · 20241
HUMAN INTEREST ADVISOR LLC · Contract administrator · Investment advisory (plan)$11,018

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

Recordkeeper by year2
2024Human Interest
2023Human Interest

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

Administrative cost history3
2024$11,018 · 0.36%
2023$9,002 · 0.37%
2022$13,448 · 0.72%
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Source: U.S. Department of Labor, Form 5500 series, EIN 813965471 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.