Plan Ledger DOL Form 5500 · updated monthly

Sure, Inc.401(k)

SURE 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Sure, Inc. reported $6,036 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 has held roughly steady near 0.098%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Texas (3,448th of 5,688), and 4,201st of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$7,691,134
Participants with balances195
Active participants187
Employer contributions$0
Employee contributions$2,062,734
Employer contribution per active participant$0
Average account balance$39,442
Benefits paid to participants$395,731
Plan auditUnmodified (clean) audit opinion
AuditorRUSSON + JOHNSTON LLP
Plan history2
Yearassets · accounts · employer contribution
2024$7.7M · 195 accts
2023$4.7M · 182 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,152
Investment management$4,884
Total administrative$6,036
The Sure, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Sure, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
GUIDELINE, INC. · Plan administrator · Recordkeeping$5,432
BENEFIT TRUST COMPANY · Custodial · Custodial (securities)indirect comp

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

Administrative cost history2
2024$6,036 · 0.10%
2023$3,118 · 0.10%
Similar plansFinance & Insurance · Texas
Wellington State Bank TX$8.3M · 0.44%
Texell Credit Union TX$8.1M · 0.73%
Texas National Bank TX$7.9M · 0.77%
First Community Bank TX$7.7M · 0.33%
Sente Mortgage TX$7.6M · 0.84%
American State Bank TX$7.6M · 1.09%
Solvchem, Inc TX$7.6M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471975546 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.