Plan Ledger DOL Form 5500 · updated monthly

The Meadows Mental Health Policy Institute for Texas401(k)

MEADOWS MENTAL HEALTH POLICY INSTITUTE FOR TEXAS 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

The Meadows Mental Health Policy Institute for Texas reported $69,495 in plan administrative expenses for 2024: 0.68% of average plan assets, higher than ~90% of peers. Employer contributions averaged $8,351 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 has held roughly steady near 0.676%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Texas (2,862nd of 5,688), and the 1,514th of 3,341 in other services. In 2024, employees put in $1.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,555,462
Participants with balances173
Active participants134
Employer contributions$1,119,099
Employee contributions$1,202,795
Employer contribution per active participant$8,351
Average account balance$66,795
Benefits paid to participants$1,600,088
Plan auditUnmodified (clean) audit opinion
AuditorSUTTON FROST CARY LLP
Plan history2
Yearassets · accounts · employer contribution
2024$11.6M · 173 accts · $1.1M emplr
2023$9.0M · 159 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,696
Investment management$41,405
Total administrative$69,495
The The Meadows Mental Health Policy Institute for Texas 401(k) match · 2024
Employer contribution per active participant$8,351
Median for plans this size$2,416
2024$8,351 per active participant
2023$8,635 per active participant

The Meadows Mental Health Policy Institute for Texas's 2024 employer contribution ran above the $2,416 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.

Service providers · 20243
SHADE TREE PARTNERS LLC · Investment advisory (plan)$41,405
DEFINITI LLC · Contract administrator$2,839

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

Administrative cost history2
2024$69,495 · 0.68%
2023$51,256 · 0.68%
Same employer
Similar plansOther Services · Texas
Ingenesis, Inc. TX$12.5M · 0.82%
Bible Study Fellowship TX$12.0M · 0.02%
Expresspoint Technology TX$11.9M · 0.38%
Moody Gardens, Inc. TX$11.9M · 0.59%
Arkos Field Services, LP TX$10.3M · 0.36%
Reliable Parts, Inc. TX$9.6M · 0.87%
The H. E. Butt Foundation TX$9.2M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463992618 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.