Plan Ledger DOL Form 5500 · updated monthly

The Expo Group, LLC401(k)

THE EXPO GROUP, INC. EMPLOYER 401(K) PLAN · IRVING, TX · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

The Expo Group, LLC reported $62,721 in plan administrative expenses for 2024: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $339 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 0.59% to 0.56%. 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 2,728th-largest of 5,688 plans among Texas employers on file, and 7,235th of 11,654 in professional & technical services. In 2024, employees put in $16.19 for every $1.00 the employer contributed; active participation has grown from 251 to 295 since 2022.

Plan summary
Net assets, end of year$12,503,897
Participants with balances357
Active participants295
Employer contributions$100,000
Employee contributions$1,619,084
Employer contribution per active participant$339
Average account balance$35,025
Benefits paid to participants$905,766
Plan auditUnmodified (clean) audit opinion
AuditorTURNER, STONE & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$12.5M · 357 accts · $100K emplr
2023$10.1M · 342 accts · $250K emplr
2022$7.7M · 321 accts · $250K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,818
Investment management$32,903
Total administrative$62,721
The The Expo Group, LLC 401(k) match · 2024
Employer contribution per active participant$339
Median for plans this size$2,416
2024$339 per active participant
2023$862 per active participant
2022$996 per active participant

The Expo Group, LLC's 2024 employer contribution ran below the $2,416 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 · 20245
PROSPERA FINANCIAL · Investment advisory (plan)$26,686
EMPOWER ADVISORY GROUP, LLC · Investment management$6,216
ARMANINO, LLP · Pension consulting$3,466

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$62,721 · 0.56%
2023$50,773 · 0.57%
2022$51,384 · 0.59%
Same employer
Similar plansProfessional & Technical Services · Texas
Wsol, LLC TX$12.6M · 0.44%
Metrica, Inc. TX$12.4M · 0.42%
Texas Veterinary, PLLC TX$12.3M · 0.13%
Leadsonline LLC TX$12.3M · 0.27%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 752364585 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.