Plan Ledger DOL Form 5500 · updated monthly

Susser Bank401(k)

SUSSER BANK 401(K) · ARLINGTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Susser Bank reported $57,971 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $3,867 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 3 years on file its reported administrative ratio has held roughly steady near 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 2,147th-largest of 5,688 plans among Texas employers on file, and 3,212th of 4,798 in finance & insurance. In 2024, employees put in $1.92 for every $1.00 the employer contributed; active participation has grown from 217 to 248 since 2022.

Plan summary
Net assets, end of year$18,328,280
Participants with balances335
Active participants248
Employer contributions$958,903
Employee contributions$1,839,879
Employer contribution per active participant$3,867
Average account balance$54,711
Benefits paid to participants$688,213
Plan auditUnmodified (clean) audit opinion
AuditorPAYNE & SMITH, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$18.3M · 335 accts · $959K emplr
2023$14.1M · 296 accts · $592K emplr
2022$12.4M · 273 accts · $765K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,946
Investment management$46,025
Total administrative$57,971
The Susser Bank 401(k) match · 2024
Employer contribution per active participant$3,867
Median for plans this size$2,416
2024$3,867 per active participant
2023$2,521 per active participant
2022$3,524 per active participant

Susser Bank's 2024 employer contribution ran above the $2,416 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 · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$11,946
LPL FINANCIAL · Investment advisory (plan)$46,025

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$57,971 · 0.36%
2023$47,227 · 0.36%
2022$44,702 · 0.35%
Same employer
Similar plansFinance & Insurance · Texas
Texas Trust Credit Union TX$18.5M · 0.29%
Raiz Federal Credit Union TX$18.4M · 0.44%
Velocity Credit Union TX$18.4M · 0.17%
Self Financial, Inc. TX$17.3M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751630026 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.