Plan Ledger DOL Form 5500 · updated monthly

Thomas J. Henry Law Firm401(k)

THOMAS J. HENRY RETIREMENT PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Thomas J. Henry Law Firm reported $131,239 in plan administrative expenses for 2024: 0.70% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,652 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 0.47% to 0.70%. 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 2,001st-largest of 5,688 plans among Texas employers on file, and the 5,474th of 11,654 in professional & technical services. In 2024, employees put in $1.62 for every $1.00 the employer contributed; active participation has shrunk from 518 to 456 since 2022.

Plan summary
Net assets, end of year$20,405,334
Participants with balances812
Active participants456
Employer contributions$1,665,494
Employee contributions$2,697,173
Employer contribution per active participant$3,652
Average account balance$25,130
Benefits paid to participants$3,300,115
Plan auditUnmodified (clean) audit opinion
AuditorJAMES MILLER, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$20.4M · 812 accts · $1.7M emplr
2023$17.1M · 1,110 accts · $2.0M emplr
2022$12.0M · 952 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$131,239
Total administrative$131,239
The Thomas J. Henry Law Firm 401(k) match · 2024
Employer contribution per active participant$3,652
Median for plans this size$2,416
2024$3,652 per active participant
2023$4,324 per active participant
2022$3,142 per active participant

Thomas J. Henry Law Firm'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 · 20242
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$83,505
NOVA 401K ASSOCIATES LP · Recordkeeping · Loan processing$47,734

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

Recordkeeper by year2
2024NOVA 401K ASSOCIATES LP, Transamerica
2023NOVA 401K ASSOCIATES LP, Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$131,239 · 0.70%
2023$82,753 · 0.57%
2022$54,657 · 0.47%
Similar plansProfessional & Technical Services · Texas
Panini America Inc TX$20.6M · 0.02%
Ids Engineering Group Inc. TX$20.6M · 0.00%
Rignet, Inc. TX$20.4M · 0.07%
King Aerospace, Inc. TX$20.4M · 0.62%
Bourque Holdings, LLC TX$20.3M · 0.36%
Motivus, LLC TX$20.0M · 0.59%
New Tech Engineering LP TX$20.0M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832564943 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.