Plan Ledger DOL Form 5500 · updated monthly

Texas Capitalization Resource Group, Inc.401(k)

TCRG 401(K) PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
1.29%

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

Texas Capitalization Resource Group, Inc. reported $59,092 in plan administrative expenses for 2024: 1.29% of average plan assets, higher than ~90% 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 rose from 0.98% to 1.29%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (4,085th of 5,688), and 4,008th of 5,337 in construction. active participation has shrunk from 282 to 245 since 2022.

Plan summary
Net assets, end of year$4,912,880
Participants with balances313
Active participants245
Employer contributions$0
Employee contributions$668,041
Employer contribution per active participant$0
Average account balance$15,696
Benefits paid to participants$570,182
Plan auditUnmodified (clean) audit opinion
AuditorJAYNES, REITMEIER, BOYD & THERRELL
Plan history3
Yearassets · accounts · employer contribution
2024$4.9M · 313 accts
2023$4.3M · 439 accts
2022$3.3M · 379 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,092
Total administrative$59,092
The Texas Capitalization Resource Group, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Texas Capitalization Resource Group, 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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$21,826
NOVA 401(K) ASSOCIATES LP · Recordkeeping · Loan processing$14,700
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$22,566

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

Recordkeeper by year2
2024NOVA 401(K) ASSOCIATES LP, Transamerica
2023NOVA 401(K) ASSOCIATES LP, Transamerica

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

Administrative cost history3
2024$59,092 · 1.29%
2023$44,418 · 1.17%
2022$34,715 · 0.98%
Same employer
Similar plansConstruction · Texas
Atlas Tubular, L.P. TX$5.0M · 0.67%
Brg Management, Inc. TX$5.0M · 0.44%
Onx Holdings, Inc. TX$4.9M · 0.89%
The McCarty Corporation TX$4.9M · 0.66%
Metro Mechanical, Inc. TX$4.8M · 0.94%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201765214 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.