Plan Ledger DOL Form 5500 · updated monthly

Texas Organ Sharing Alliance401(k)

TEXAS ORGAN SHARING ALLIANCE 401(K) RETIREMENT PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Texas Organ Sharing Alliance reported $36,569 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $3,243 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 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 2,835th-largest of 5,688 plans among Texas employers on file, and the 5,237th of 11,911 in health care & social assistance. In 2024, employees put in $1.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,704,902
Participants with balances153
Active participants138
Employer contributions$447,534
Employee contributions$662,284
Employer contribution per active participant$3,243
Average account balance$76,503
Benefits paid to participants$700,151
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,569
Total administrative$36,569
The Texas Organ Sharing Alliance 401(k) match · 2024
Employer contribution per active participant$3,243
Median for plans this size$2,416

Texas Organ Sharing Alliance's 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$37,094
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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

Administrative cost history1
2024$36,569 · 0.34%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Kidkraft, Inc. TX$12.1M · 0.30%
Star of Hope Mission, Inc. TX$12.0M · 0.39%
Tei & Associates, L.L.C. TX$11.5M · 0.17%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 741849716 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.