Plan Ledger DOL Form 5500 · updated monthly

Turrentine-Jackson-Morrow401(k)

TURRENTINE-JACKSON-MORROW 401(K) P/S PLAN · ALLEN, TX · plan year 2022

Reported admin expense ratio · 2022
0.48%

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

Turrentine-Jackson-Morrow reported $34,622 in plan administrative expenses for 2022: 0.48% of average plan assets, above the peer median. Employer contributions averaged $309 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 other services employers. By assets it is among the smaller plans on file in Texas (3,682nd of 5,688), and 2,059th of 3,341 in other services. In 2022, employees put in $6.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,651,654
Participants with balances97
Active participants149
Employer contributions$45,971
Employee contributions$320,159
Employer contribution per active participant$309
Average account balance$68,574
Benefits paid to participants$86,424
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$34,622
Total administrative$34,622
The Turrentine-Jackson-Morrow 401(k) match · 2022
Employer contribution per active participant$309
Median for plans this size$1,114

Turrentine-Jackson-Morrow's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$34,622 · 0.48%
Same employer
Similar plansOther Services · Texas
Radio Holland USA, Inc. TX$6.9M · 0.41%
S & B Industry Inc TX$6.7M · 0.14%
Frio Hospital Association TX$6.6M · 0.13%
The Fort Worth Club TX$6.5M · 0.07%
Rent-A-Center East, Inc. TX$6.2M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751461871 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.