Plan Ledger DOL Form 5500 · updated monthly

The Lanier Law Firm, P.C.401(k)

THE LANIER LAW FIRM, P.C. 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

The Lanier Law Firm, P.C. reported $35,947 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,887 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 0.04% to 0.12%. 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 1,452nd-largest of 5,688 plans among Texas employers on file, and the 3,902nd of 11,654 in professional & technical services. In 2024, employees put in $2.53 for every $1.00 the employer contributed; active participation has grown from 165 to 187 since 2022.

Plan summary
Net assets, end of year$32,563,356
Participants with balances221
Active participants187
Employer contributions$726,940
Employee contributions$1,836,271
Employer contribution per active participant$3,887
Average account balance$147,346
Benefits paid to participants$1,610,583
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$32.6M · 221 accts · $727K emplr
2023$28.0M · 209 accts · $595K emplr
2022$24.0M · 210 accts · $582K emplr
Administrative expenses, itemized · 2024
Investment management$35,947
Total administrative$35,947
The The Lanier Law Firm, P.C. 401(k) match · 2024
Employer contribution per active participant$3,887
Median for plans this size$2,416
2024$3,887 per active participant
2023$3,502 per active participant
2022$3,530 per active participant

The Lanier Law Firm, P.C.'s 2024 employer contribution ran above the $2,416 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 · 20243
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$7,488
CWM, LLCindirect comp
JULY BUSINESS SERVICES INC. · Other servicesindirect comp

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$35,947 · 0.12%
2023$26,870 · 0.10%
2022$10,770 · 0.04%
Same employer
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Arc Games Inc. TX$32.9M · 0.24%
Magseis Fairfield, LLC TX$32.8M · 0.02%
Generational Equity LLC TX$32.6M · 0.16%
O9 Solutions, Inc. TX$32.5M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760515650 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.