Plan Ledger DOL Form 5500 · updated monthly

Tresten Sneed & Associates, Inc.401(k)

TRESTEN SNEED & ASSOCIATES, INC. 401(K) PLAN · HOUSTON, TX · plan year 2022

Reported admin expense ratio · 2022
1.24%

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

Tresten Sneed & Associates, Inc. reported $34,404 in plan administrative expenses for 2022: 1.24% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,095 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Texas (4,677th of 5,688), and 3,968th of 4,246 in wholesale trade. In 2022, employees put in $1.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,696,297
Participants with balances68
Active participants154
Employer contributions$168,569
Employee contributions$255,636
Employer contribution per active participant$1,095
Average account balance$39,651
Benefits paid to participants$131,954
Plan auditUnmodified (clean) audit opinion
AuditorPRICE KUBECKA
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$15,796
Investment management$18,608
Total administrative$34,404
The Tresten Sneed & Associates, Inc. 401(k) match · 2022
Employer contribution per active participant$1,095
Median for plans this size$1,114

Tresten Sneed & Associates, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$34,404 · 1.24%
Similar plansWholesale Trade · Texas
W. Silver Recycling, Inc. TX$3.1M · 0.88%
Brothers Produce Inc. TX$3.0M · 0.26%
The Kiss Group LLC TX$2.9M · 1.76%
Atti Corp. TX$2.7M · 0.02%
Southwest Ford, Inc. TX$2.4M · 0.97%
Loloi Inc. TX$2.1M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760027704 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.