Plan Ledger DOL Form 5500 · updated monthly

The Holbrook Company, Inc.401(k)

THE HOLBROOK COMPANY 401(K) PLAN · GRAND PRAIRIE, TX · plan year 2022

Reported admin expense ratio · 2022
0.95%

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

The Holbrook Company, Inc. reported $41,452 in plan administrative expenses for 2022: 0.95% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,412 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (4,300th of 5,688), and 4,218th of 5,337 in construction. In 2022, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,031,640
Participants with balances58
Active participants130
Employer contributions$183,536
Employee contributions$307,787
Employer contribution per active participant$1,412
Average account balance$69,511
Benefits paid to participants$373,632
Plan auditUnmodified (clean) audit opinion
AuditorTURNER, STONE & COMPANY, L.L.P.
Administrative expenses, itemized · 2022
Investment management$41,452
Total administrative$41,452
The The Holbrook Company, Inc. 401(k) match · 2022
Employer contribution per active participant$1,412
Median for plans this size$1,114

The Holbrook Company, Inc.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$41,452 · 0.95%
Similar plansConstruction · Texas
Rampart Multifamily TX$4.0M · 1.18%
Winco Masonry, LP TX$4.0M · 0.62%
Nbg Constructors, Inc. TX$3.9M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752877530 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.