Plan Ledger DOL Form 5500 · updated monthly

Travis Association for the Blind403(b)

TRAVIS ASSOCIATION FOR THE BLIND RETIREMENT PLAN · AUSTIN, TX · plan year 2025

Reported admin expense ratio · 2025
0.80%

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

Travis Association for the Blind reported $82,285 in plan administrative expenses for 2025: 0.80% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,374 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 4 years on file its reported administrative ratio has held roughly steady near 0.80%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Texas (2,918th of 5,688), and 8,332nd of 13,661 in manufacturing. In 2025, employees put in $2.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,084,751
Participants with balances478
Active participants407
Employer contributions$559,085
Employee contributions$1,318,011
Employer contribution per active participant$1,374
Average account balance$23,190
Benefits paid to participants$1,931,114
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$11.1M · 478 accts · $559K emplr
2024$9.6M · 535 accts · $451K emplr
2023$8.2M · 531 accts · $391K emplr
2022$7.2M · 511 accts · $447K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$82,285
Total administrative$82,285
The Travis Association for the Blind 401(k) match · 2025
Employer contribution per active participant$1,374
Median for plans this size$2,666
2025$1,374 per active participant
2024$1,092 per active participant
2023$983 per active participant
2022$1,111 per active participant

Travis Association for the Blind's 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20256
JULY BUSINESS SERVICES · Contract administrator$16,493
MORGAN STANLEY · Investment advisory (plan)$10,761
UBS FINANCIAL SERVICES, INC.$7,223
WEALTHSPIRE RETIREMENT ADVISORY · Accounting / audit$3,000
EMPOWER ADVISORY GROUP, LLC · Investment management$2,370

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

Administrative cost history4
2025$82,285 · 0.80%
2024$121,257 · 1.36%
2023$54,502 · 0.71%
2022$66,768 · 0.83%
Same employer
Similar plansManufacturing · Texas
Foxconn Ev System LLC TX$11.3M · 0.27%
Merichem Technologies, LLC TX$11.2M · 0.13%
Ingenia Polymers, Inc. TX$11.1M · 0.44%
Seatex LLC TX$10.7M · 0.03%
Jcm Industries, Inc. TX$10.7M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741143060 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.