Plan Ledger DOL Form 5500 · updated monthly

Tei & Associates, L.L.C.401(k)

TEI & ASSOCIATES, L.L.C. 401(K) PROFIT SHARING PLAN · HOUSTON, TX · plan year 2022

Reported admin expense ratio · 2022
0.17%

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

Tei & Associates, L.L.C. reported $21,116 in plan administrative expenses for 2022: 0.17% of average plan assets, below the peer median. Employer contributions averaged $4,522 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (2,875th of 5,688), and the 5,303rd of 11,911 in health care & social assistance. In 2022, employees put in $1.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,468,094
Participants with balances73
Active participants54
Employer contributions$244,190
Employee contributions$256,384
Employer contribution per active participant$4,522
Average account balance$157,097
Benefits paid to participants$213,646
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$16,308
Professional / advisory$4,808
Total administrative$21,116
The Tei & Associates, L.L.C. 401(k) match · 2022
Employer contribution per active participant$4,522
Median for plans this size$2,266

Tei & Associates, L.L.C.'s 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$21,116 · 0.17%
Similar plansHealth Care & Social Assistance · Texas

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Source: U.S. Department of Labor, Form 5500 series, EIN 760469306 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.