Plan Ledger DOL Form 5500 · updated monthly

The Friedkin Group, Inc.401(k)

FRIEDKIN SAVINGS AND INVESTMENT PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

The Friedkin Group, Inc. reported $70,543 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,867 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 rose from 0.01% to 0.02%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other wholesale trade employers. By assets it is the 230th-largest of 5,688 plans among Texas employers on file, and the 115th of 4,246 in wholesale trade. In 2024, employees put in $2.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$411,003,763
Participants with balances3,728
Active participants2,702
Employer contributions$10,449,456
Employee contributions$20,951,141
Employer contribution per active participant$3,867
Average account balance$110,248
Benefits paid to participants$31,377,142
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$411.0M · 3,728 accts · $10.4M emplr
2023$359.6M · 3,636 accts · $10.1M emplr
2022$307.3M · 3,597 accts · $9.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$70,543
Total administrative$70,543
The The Friedkin Group, Inc. 401(k) match · 2024
Employer contribution per active participant$3,867
Median for plans this size$4,294
2024$3,867 per active participant
2023$3,850 per active participant
2022$3,701 per active participant

The Friedkin Group, Inc.'s 2024 employer contribution ran below the $4,294 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$70,543

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$70,543 · 0.02%
2023$45,052 · 0.01%
2022$43,911 · 0.01%
Same employer
Similar plansWholesale Trade · Texas
Wand Newco 3, Inc. TX$695.2M · 0.28%
B. D. Holt Company TX$505.0M · 0.10%
Ben E. Keith Company TX$494.0M · 0.04%
Tti, Inc. TX$397.5M · 0.15%
Vallourec Holdings, Inc. TX$361.2M · 0.11%
Ppe Genpar, Inc. TX$271.7M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 275549425 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.