Plan Ledger DOL Form 5500 · updated monthly

Square Grove LLC401(k)

SQUARE GROVE LLC 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Square Grove LLC reported $3,913 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,068 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 2 years on file its reported administrative ratio fell from 0.13% to 0.09%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (4,160th of 5,688), and 3,869th of 5,215 in retail trade. In 2024, employees put in $1.62 for every $1.00 the employer contributed; active participation has shrunk from 166 to 137 since 2022.

Plan summary
Net assets, end of year$4,646,806
Participants with balances177
Active participants137
Employer contributions$283,288
Employee contributions$460,236
Employer contribution per active participant$2,068
Average account balance$26,253
Benefits paid to participants$355,109
Plan auditUnmodified (clean) audit opinion
AuditorMAXWELL LOCKE & RITTER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.6M · 177 accts · $283K emplr
2023$3.8M · 195 accts · $281K emplr
2022$2.7M · 192 accts · $266K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,913
Total administrative$3,913
The Square Grove LLC 401(k) match · 2024
Employer contribution per active participant$2,068
Median for plans this size$1,313
2024$2,068 per active participant
2023$1,726 per active participant
2022$1,605 per active participant

Square Grove LLC's 2024 employer contribution ran above the $1,313 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$3,912
ADP BROKER-DEALER · Other servicesindirect comp
AMERIPRISE FINANCIAL · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$3,913 · 0.09%
2023$3,900 · 0.12%
2022$3,554 · 0.13%
Same employer
Similar plansRetail Trade · Texas
Tecovas, Inc. TX$5.0M · 0.98%
Raz Imports, Inc. TX$4.8M · 0.01%
Humanco Assets LLC TX$4.6M · 0.33%
Pak a Sak, Inc. TX$4.6M · 0.65%
Altex Electronics, LTD. TX$4.6M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200715079 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.