Plan Ledger DOL Form 5500 · updated monthly

United Fashions of Texas LLC401(k)

UNITED FASHIONS OF TEXAS 401(K) PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

United Fashions of Texas LLC reported $53,059 in plan administrative expenses for 2024: 0.55% of average plan assets, above the peer median. Employer contributions averaged $43 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 0.10% to 0.55%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (3,076th of 5,688), and 2,633rd of 5,215 in retail trade. In 2024, employees put in $2.55 for every $1.00 the employer contributed; active participation has grown from 467 to 4,796 since 2022.

Plan summary
Net assets, end of year$9,946,617
Participants with balances177
Active participants4,796
Employer contributions$205,349
Employee contributions$522,839
Employer contribution per active participant$43
Average account balance$56,196
Benefits paid to participants$1,222,145
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 177 accts · $205K emplr
2023$9.4M · 141 accts · $142K emplr
2022$7.7M · 127 accts · $115K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,328
Investment management$23,731
Total administrative$53,059
The United Fashions of Texas LLC 401(k) match · 2024
Employer contribution per active participant$43
Median for plans this size$1,313
2024$43 per active participant
2023$309 per active participant
2022$247 per active participant

United Fashions of Texas LLC's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$29,328
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$23,731

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$53,059 · 0.55%
2023$46,201 · 0.54%
2022$8,769 · 0.10%
Same employer
Similar plansRetail Trade · Texas
Russell & Smith Ford, Inc. TX$10.1M · 0.41%
Orr, Inc. TX$10.1M · 0.72%
Benson Enterprises, Inc. TX$9.8M · 0.50%
Fsastore, Inc. TX$9.8M · 0.21%
Sav-More Drug, LLC TX$9.7M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260433691 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.