Plan Ledger DOL Form 5500 · updated monthly

The Potter's House of Dallas, Inc.401(k)

THE POTTER'S HOUSE 401(K) SAVINGS PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

The Potter's House of Dallas, Inc. reported $21,966 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $2,856 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 0.10% to 0.15%. 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 the 2,356th-largest of 5,688 plans among Texas employers on file, and the 1,251st of 3,341 in other services. In 2024, employees put in $1.15 for every $1.00 the employer contributed; active participation has grown from 293 to 327 since 2022.

Plan summary
Net assets, end of year$15,733,004
Participants with balances377
Active participants327
Employer contributions$933,941
Employee contributions$1,073,969
Employer contribution per active participant$2,856
Average account balance$41,732
Benefits paid to participants$1,874,426
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.7M · 377 accts · $934K emplr
2023$13.6M · 386 accts · $861K emplr
2022$10.5M · 359 accts · $686K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,966
Total administrative$21,966
The The Potter's House of Dallas, Inc. 401(k) match · 2024
Employer contribution per active participant$2,856
Median for plans this size$2,416
2024$2,856 per active participant
2023$2,633 per active participant
2022$2,343 per active participant

The Potter's House of Dallas, Inc.'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
MILLIMAN, INC. · Recordkeeping · Pension consulting$21,966
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trustee$82
CHARLES SCHWAB & CO., INC. · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024Milliman
2023Milliman

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Administrative cost history3
2024$21,966 · 0.15%
2023$11,895 · 0.10%
2022$10,530 · 0.10%
Same employer
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USA Debusk LLC TX$16.7M · 0.24%
Csat Solutions LP TX$15.4M · 0.76%
Phoenix Management, Inc. TX$14.7M · 1.44%
Kosse Partners I, LLC TX$14.3M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311506712 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.