Plan Ledger DOL Form 5500 · updated monthly

Tolunay-Wong Engineers, Inc.401(k)

TOLUNAY-WONG ENGINEERS, INC. 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Tolunay-Wong Engineers, Inc. reported $42,668 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $1,429 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 fell from 0.40% to 0.34%. 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 2,602nd-largest of 5,688 plans among Texas employers on file, and 6,956th of 11,654 in professional & technical services. In 2024, employees put in $1.92 for every $1.00 the employer contributed; active participation has grown from 245 to 335 since 2022.

Plan summary
Net assets, end of year$13,492,342
Participants with balances213
Active participants335
Employer contributions$478,626
Employee contributions$921,033
Employer contribution per active participant$1,429
Average account balance$63,344
Benefits paid to participants$1,256,902
Plan auditUnmodified (clean) audit opinion
AuditorDESROCHES PARTNERS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.5M · 213 accts · $479K emplr
2023$11.7M · 227 accts · $413K emplr
2022$9.0M · 222 accts · $426K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,668
Total administrative$42,668
The Tolunay-Wong Engineers, Inc. 401(k) match · 2024
Employer contribution per active participant$1,429
Median for plans this size$2,416
2024$1,429 per active participant
2023$1,639 per active participant
2022$1,739 per active participant

Tolunay-Wong Engineers, Inc.'s 2024 employer contribution ran below 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
THE VANGUARD GROUP, INC. · Recordkeeping$24,990
KINGS PATH PARTNERS LLC · Investment advisory (participants)$18,843
LOREN D. STARK COMPANY · Contract administrator$12,780

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$42,668 · 0.34%
2023$35,996 · 0.35%
2022$38,055 · 0.40%
Same employer
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Mastek, Inc. TX$13.6M · 1.01%
Rev.com, Inc. TX$13.5M · 0.19%
Axiom Professionals, LLC TX$13.5M · 0.64%
Point of Rental, Inc. TX$13.4M · 0.17%
Grantworks, Inc TX$13.4M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760409302 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.