Plan Ledger DOL Form 5500 · updated monthly

Sizeco Management Inc.401(k)

SIZECO - SIZELOVE RETIREMENT PLAN · EULESS, TX · plan year 2022

Reported admin expense ratio · 2022
0.61%

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

Sizeco Management Inc. reported $7,758 in plan administrative expenses for 2022: 0.61% of average plan assets, above the peer median. Employer contributions averaged $811 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (5,173rd of 5,688), and 5,028th of 5,337 in construction. In 2022, employees put in $1.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,276,485
Participants with balances74
Active participants192
Employer contributions$155,628
Employee contributions$229,496
Employer contribution per active participant$811
Average account balance$17,250
Benefits paid to participants$204,701
Plan auditUnmodified (clean) audit opinion
AuditorHENRY & PETERS, P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,758
Total administrative$7,758
The Sizeco Management Inc. 401(k) match · 2022
Employer contribution per active participant$811
Median for plans this size$1,114

Sizeco Management Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$7,758 · 0.61%
Similar plansConstruction · Texas
Benedettini Cabinets, LP TX$1.3M · 0.82%
Acconda, LLC TX$1.2M · 0.37%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 200527326 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.