Plan Ledger DOL Form 5500 · updated monthly

Thornton, Biechlin, Reynolds & Guerra, L.C.401(k)

THORNTON & SUMMERS PROFIT SHARING PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.75%

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

Thornton, Biechlin, Reynolds & Guerra, L.C. reported $65,718 in plan administrative expenses for 2024: 0.75% of average plan assets, above the peer median. Employer contributions averaged $1,258 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 3 years on file its reported administrative ratio has held roughly steady near 0.75%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (3,173rd of 5,688), and 8,232nd of 11,654 in professional & technical services. In 2024, employees put in $3.58 for every $1.00 the employer contributed; active participation has shrunk from 70 to 58 since 2022.

Plan summary
Net assets, end of year$9,265,098
Participants with balances130
Active participants58
Employer contributions$72,973
Employee contributions$261,117
Employer contribution per active participant$1,258
Average account balance$71,270
Benefits paid to participants$802,299
Plan auditUnmodified (clean) audit opinion
AuditorADAMSON & COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$9.3M · 130 accts · $73K emplr
2023$8.3M · 128 accts · $83K emplr
2022$7.0M · 130 accts · $100K emplr
Administrative expenses, itemized · 2024
Investment management$65,718
Total administrative$65,718
The Thornton, Biechlin, Reynolds & Guerra, L.C. 401(k) match · 2024
Employer contribution per active participant$1,258
Median for plans this size$1,313
2024$1,258 per active participant
2023$1,271 per active participant
2022$1,425 per active participant

Thornton, Biechlin, Reynolds & Guerra, L.C.'s 2024 employer contribution ran below the $1,313 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 · 20241
AVALON ADVISORS, LLC · Investment advisory (plan)$65,718

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$65,718 · 0.75%
2023$62,758 · 0.82%
2022$74,188 · 0.78%
Similar plansProfessional & Technical Services · Texas
Indoormedia, Inc. TX$9.6M · 0.07%
Sanhua International Inc TX$9.5M · 0.75%
The Response Group TX$9.4M · 0.04%
Opensymmetry, LLC TX$9.2M · 0.63%
Archpoint, LLC TX$9.2M · 0.81%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 742654059 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.