Plan Ledger DOL Form 5500 · updated monthly

Spohn & Associates, Inc.401(k)

SPOHN & ASSOCIATES, INC. 401(K) PLAN · AUSTIN, TX · plan year 2022

Reported admin expense ratio · 2022
0.21%

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

Spohn & Associates, Inc. reported $2,631 in plan administrative expenses for 2022: 0.21% of average plan assets, below the peer median. Employer contributions averaged $307 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 arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Texas (5,236th of 5,688), and 1,216th of 1,311 in arts, entertainment & recreation. In 2022, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,137,692
Participants with balances81
Active participants105
Employer contributions$32,268
Employee contributions$61,469
Employer contribution per active participant$307
Average account balance$14,046
Benefits paid to participants$82,110
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,631
Total administrative$2,631
The Spohn & Associates, Inc. 401(k) match · 2022
Employer contribution per active participant$307
Median for plans this size$1,114

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

Administrative cost history1
2022$2,631 · 0.21%
Similar plansArts, Entertainment & Recreation · Texas
Champions Golf Club Inc TX$2.2M · 0.01%
Tf Fitness Opco LLC TX$1.2M · 0.80%
Children's Museum Houston TX$1.1M · 0.10%
Astro Hooks, LLC TX$1.1M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742890940 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.