Plan Ledger DOL Form 5500 · updated monthly

Usgb, LLC401(k)

UNITED STATES GOLD BUREAU 401(K) PLAN 401(K) PLAN · LEANDER, TX · plan year 2022

Reported admin expense ratio · 2022
0.08%

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

Usgb, LLC reported $2,870 in plan administrative expenses for 2022: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,801 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 (4,419th of 5,688), and 3,856th of 4,246 in wholesale trade. In 2022, employees put in $1.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,583,077
Participants with balances121
Active participants151
Employer contributions$422,968
Employee contributions$663,371
Employer contribution per active participant$2,801
Average account balance$29,612
Benefits paid to participants$232,854
Plan auditUnmodified (clean) audit opinion
AuditorMAXWELL LOCKE & RITTER LLP
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $259K emplr
2022$3.6M · 121 accts · $423K emplr
Administrative expenses, itemized · 2022
Investment management$2,870
Total administrative$2,870
The Usgb, LLC 401(k) match · 2022
Employer contribution per active participant$2,801
Median for plans this size$1,114

Usgb, LLC's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$2,870 · 0.08%
Same employer
Similar plansWholesale Trade · Texas
Sellmark Corporation TX$3.6M · 0.96%
Treecon Resources, Inc. TX$3.6M · 0.08%
Solidwood Forest TX$3.5M · 1.01%
Bluebonnet Foods, L.P. TX$3.3M · 1.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263152705 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.