Plan Ledger DOL Form 5500 · updated monthly

The H. E. Butt FoundationProfit-sharing plan

THE H. E. BUTT FOUNDATION 403(B) SAVINGS PLAN · KERRVILLE, TX · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

The H. E. Butt Foundation reported $15,823 in plan administrative expenses for 2024: 0.19% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,707 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 0.03% to 0.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Texas (3,184th of 5,688), and 1,728th of 3,341 in other services. In 2024, the employer put in $1.60 for every $1.00 employees contributed themselves; active participation has grown from 125 to 143 since 2022.

Plan summary
Net assets, end of year$9,199,427
Participants with balances182
Active participants143
Employer contributions$530,125
Employee contributions$331,635
Employer contribution per active participant$3,707
Average account balance$50,546
Benefits paid to participants$640,338
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 182 accts · $530K emplr
2023$7.9M · 175 accts · $455K emplr
2022$6.1M · 141 accts · $374K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,923
Trustee / custodial$402
Total administrative$15,823
Employer contributions to the The H. E. Butt Foundation plan · 2024
Employer contribution per active participant$3,707
Median for plans this size$1,313
2024$3,707 per active participant
2023$3,394 per active participant
2022$2,991 per active participant

The H. E. Butt Foundation's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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.

Administrative cost history3
2024$15,823 · 0.19%
2023$1,258 · 0.02%
2022$2,130 · 0.03%
Same employer
Similar plansOther Services · Texas
Arkos Field Services, LP TX$10.3M · 0.36%
Reliable Parts, Inc. TX$9.6M · 0.87%
Ewc Corporate, LLC TX$9.2M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741239819 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.