Plan Ledger DOL Form 5500 · updated monthly

Texas Research International, Inc.401(k)

TEXAS RESEARCH INTERNATIONAL, INC. 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Texas Research International, Inc. reported $13,493 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,640 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 0.07% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,801st-largest of 5,688 plans among Texas employers on file, and the 4,948th of 11,654 in professional & technical services. In 2024, employees put in $1.55 for every $1.00 the employer contributed; active participation has grown from 140 to 161 since 2022.

Plan summary
Net assets, end of year$23,680,119
Participants with balances218
Active participants161
Employer contributions$586,048
Employee contributions$906,136
Employer contribution per active participant$3,640
Average account balance$108,624
Benefits paid to participants$823,753
Plan auditUnmodified (clean) audit opinion
AuditorBAUER & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$23.7M · 218 accts · $586K emplr
2023$19.9M · 195 accts · $437K emplr
2022$16.4M · 202 accts · $399K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,075
Investment management$11,018
Total administrative$13,493
The Texas Research International, Inc. 401(k) match · 2024
Employer contribution per active participant$3,640
Median for plans this size$2,416
2024$3,640 per active participant
2023$3,101 per active participant
2022$2,853 per active participant

Texas Research International, Inc.'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 · 20243
GINDLER CHAPPELL MORRISON CO P C$9,798
USI ADVISORS,INC.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 history3
2024$13,493 · 0.06%
2023$14,162 · 0.08%
2022$12,532 · 0.07%
All plans at this employer2
TEXAS RESEARCH INTERNATIONAL, INC. 401(K) PLAN401(k)
TEXAS RESEARCH INTERNATIONAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUSTESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 741818834 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.