Plan Ledger DOL Form 5500 · updated monthly

Tyler Family Circle of Care403(b)

TYLER FAMILY CIRCLE OF CARE 403(B) PLAN · TYLER, TX · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Tyler Family Circle of Care reported $41,857 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. Employer contributions averaged $2,307 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 rose from 0.34% to 0.50%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (3,232nd of 5,688), and 6,078th of 11,911 in health care & social assistance. In 2024, employees put in $1.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,955,557
Participants with balances330
Active participants240
Employer contributions$553,694
Employee contributions$666,711
Employer contribution per active participant$2,307
Average account balance$27,138
Benefits paid to participants$1,036,172
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.0M · 330 accts · $554K emplr
2023$7.6M · 307 accts · $494K emplr
2022$6.2M · 271 accts · $489K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,857
Total administrative$41,857
Employer contributions to the Tyler Family Circle of Care plan · 2024
Employer contribution per active participant$2,307
Median for plans this size$1,313
2024$2,307 per active participant
2023$1,877 per active participant
2022$1,973 per active participant

Tyler Family Circle of Care's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$41,857
ROYAL ALLIANCE ASSOCIATES, INC. · Investment advisory (plan)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$41,857 · 0.50%
2023$33,933 · 0.49%
2022$22,611 · 0.34%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Biote Medical, LLC TX$9.0M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452578435 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.