Plan Ledger DOL Form 5500 · updated monthly

Texas G&S Investments, Inc.401(k)

TEXAS G&S INVESTMENTS, INC. 401(K) PLAN · MCALLEN, TX · plan year 2022

Reported admin expense ratio · 2022
1.50%

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

Texas G&S Investments, Inc. reported $13,458 in plan administrative expenses for 2022: 1.50% of average plan assets, above the peer median. Employer contributions averaged $1,118 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (5,323rd of 5,688), and 4,987th of 5,215 in retail trade. In 2022, employees put in $1.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$861,879
Participants with balances94
Active participants82
Employer contributions$91,714
Employee contributions$125,343
Employer contribution per active participant$1,118
Average account balance$9,169
Benefits paid to participants$109,088
Plan auditUnmodified (clean) audit opinion
AuditorPARK FOWLER & CO., PLLC
The Texas G&S Investments, Inc. 401(k) match · 2022
Employer contribution per active participant$1,118
Median for plans this size$331

Texas G&S Investments, Inc.'s 2022 employer contribution ran above the $331 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$13,458 · 1.50%
Similar plansRetail Trade · Texas
Frontline Food Services TX$1.0M · 1.36%
Lori's Gifts, Inc. TX$950K · 1.47%
R & S Dairy Queens, Inc. TX$918K · 0.07%
J&D Produce, Inc. TX$802K · 0.69%
Finnegan Auto, LP TX$798K · 2.14%
Hard Way Inc TX$782K · 1.99%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742692137 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.