Plan Ledger DOL Form 5500 · updated monthly

Texas Book Company401(k)

TEXAS BOOK COMPANY SAVINGS AND PROFIT SHARING PLAN · GREENVILLE, TX · plan year 2023

Reported admin expense ratio · 2023
0.04%

Texas Book Company reported $2,346 in plan administrative expenses for 2023: 0.04% of average plan assets, lower than ~75% of peers. 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 1 year on file its reported administrative ratio rose from 0.03% to 0.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Texas (3,683rd of 5,688), and 3,409th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$6,644,674
Participants with balances96
Active participants83
Employer contributions—
Employee contributions$191,604
Employer contribution per active participant—
Average account balance$69,215
Benefits paid to participants$256,913
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$6.6M · 96 accts
2022$5.8M · 107 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,346
Total administrative$2,346
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$2,345

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

Administrative cost history2
2023$2,346 · 0.04%
2022$1,777 · 0.03%
Same employer
Similar plansWholesale Trade · Texas
Pgm of Texas, LLC TX$7.0M · 0.90%
Syndex Corporation TX$6.8M · 1.02%
Intellicentrics, Inc. TX$6.4M · 0.47%
R & K Distributors, Inc. TX$6.4M · 0.47%
Vutex, Inc. TX$6.2M · 0.57%
Midtex Oil, LP TX$6.2M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751502678 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.