Plan Ledger DOL Form 5500 · updated monthly

The Fort Worth Club401(k)

THE FORT WORTH CLUB 401(K) PLAN · FORT WORTH, TX · plan year 2023

Reported admin expense ratio · 2023
0.07%

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

The Fort Worth Club reported $4,420 in plan administrative expenses for 2023: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,061 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 1 year on file its reported administrative ratio fell from 0.08% to 0.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Texas (3,703rd of 5,688), and 2,077th of 3,341 in other services. In 2023, employees put in $2.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,528,658
Participants with balances90
Active participants123
Employer contributions$130,473
Employee contributions$282,240
Employer contribution per active participant$1,061
Average account balance$72,541
Benefits paid to participants$592,179
Plan auditUnmodified (clean) audit opinion
AuditorBDO, USA, LLP
Plan history2
Yearassets · accounts · employer contribution
2023$6.5M · 90 accts · $130K emplr
2022$5.8M · 88 accts · $114K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,420
Total administrative$4,420
The The Fort Worth Club 401(k) match · 2023
Employer contribution per active participant$1,061
Median for plans this size$1,308
2023$1,061 per active participant
2022$1,108 per active participant

The Fort Worth Club's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$4,420

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

Administrative cost history2
2023$4,420 · 0.07%
2022$5,238 · 0.08%
Same employer
Similar plansOther Services · Texas
S & B Industry Inc TX$6.7M · 0.14%
Turrentine-Jackson-Morrow TX$6.7M · 0.48%
Frio Hospital Association TX$6.6M · 0.13%
Rent-A-Center East, Inc. TX$6.2M · 0.15%
Partner Industrial, L.P. TX$6.1M · 0.53%
Camp Roofing, LTD. TX$5.9M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750275110 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.