Plan Ledger DOL Form 5500 · updated monthly

Texas Diabetes & Endocrinology PA401(k)

TDE 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Texas Diabetes & Endocrinology PA reported $23,076 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $6,761 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 fell from 0.31% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 2,232nd-largest of 5,688 plans among Texas employers on file, and the 1,174th of 3,341 in other services. In 2024, the employer put in $1.36 for every $1.00 employees contributed themselves; active participation has grown from 95 to 109 since 2022.

Plan summary
Net assets, end of year$17,156,388
Participants with balances137
Active participants109
Employer contributions$736,925
Employee contributions$540,173
Employer contribution per active participant$6,761
Average account balance$125,229
Benefits paid to participants$477,744
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.2M · 137 accts · $737K emplr
2023$14.3M · 146 accts · $685K emplr
2022$12.1M · 140 accts · $619K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,479
Investment management$12,597
Total administrative$23,076
The Texas Diabetes & Endocrinology PA 401(k) match · 2024
Employer contribution per active participant$6,761
Median for plans this size$2,416
2024$6,761 per active participant
2023$6,405 per active participant
2022$6,511 per active participant

Texas Diabetes & Endocrinology PA's 2024 employer contribution ran above the $2,416 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 · 20243
WORLD INVESTMENT ADVISORS · Investment advisory (plan)$12,303
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$10,480
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$294

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

Administrative cost history3
2024$23,076 · 0.15%
2023$24,121 · 0.18%
2022$41,017 · 0.31%
Same employer
Similar plansOther Services · Texas
Rug Doctor, LLC TX$17.8M · 0.29%
Repairify, Inc. TX$17.6M · 0.48%
Mundy Service Corporation TX$17.5M · 0.14%
USA Debusk LLC TX$16.7M · 0.24%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 742999300 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.