Plan Ledger DOL Form 5500 · updated monthly

Take Command Insurance Agency Inc.401(k)

TAKE COMMAND HEALTH 401(K) PLAN · RICHARDSON, TX · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Take Command Insurance Agency Inc. reported $5,504 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,555 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 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Texas (4,340th of 5,688), and 4,530th of 4,798 in finance & insurance. In 2024, employees put in $1.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,866,064
Participants with balances157
Active participants114
Employer contributions$405,265
Employee contributions$752,259
Employer contribution per active participant$3,555
Average account balance$24,625
Benefits paid to participants$160,303
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75
Investment management$5,429
Total administrative$5,504
The Take Command Insurance Agency Inc. 401(k) match · 2024
Employer contribution per active participant$3,555
Median for plans this size$1,313

Take Command Insurance Agency Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20241
BETTERMENT FOR BUSINESS, LLC · Investment advisory (plan)$5,504

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

Administrative cost history1
2024$5,504 · 0.18%
Similar plansFinance & Insurance · Texas
The Home Loan Expert LLC TX$4.3M · 0.14%
Dimont & Associates, LLC TX$3.7M · 0.78%
Cla USA, Inc TX$3.5M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 851189788 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.