Plan Ledger DOL Form 5500 · updated monthly

Vaughan & Sons Inc401(k)

VAUGHAN & SONS, INC. 401(K) RETIREMENT AND SAVINGS PLAN · SAN ANTONIO, TX · plan year 2023

Reported admin expense ratio · 2023
1.01%

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

Vaughan & Sons Inc reported $78,120 in plan administrative expenses for 2023: 1.01% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,192 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 has held roughly steady near 1.01%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Texas (3,363rd of 5,688), and 3,187th of 4,246 in wholesale trade. In 2023, employees put in $2.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,169,266
Participants with balances176
Active participants142
Employer contributions$169,232
Employee contributions$377,895
Employer contribution per active participant$1,192
Average account balance$46,416
Benefits paid to participants$764,430
Plan auditUnmodified (clean) audit opinion
AuditorADKF, P.C.
Plan history2
Yearassets · accounts · employer contribution
2023$8.2M · 176 accts · $169K emplr
2022$7.3M · 154 accts · $151K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$78,120
Total administrative$78,120
The Vaughan & Sons Inc 401(k) match · 2023
Employer contribution per active participant$1,192
Median for plans this size$1,308
2023$1,192 per active participant
2022$1,172 per active participant

Vaughan & Sons Inc's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$31,369
COTA STREET INVESTMENT MANAGEMENT · Investment management$24,774
AKIN, DOHERTY, KLEIN & FEUGE,P.C$10,000
ALLIANCE BENEFIT GROUP OF HOUSTON · Contract administrator$3,921

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$78,120 · 1.01%
2022$69,131 · 0.98%
Same employer
Similar plansWholesale Trade · Texas
Tubes, Inc. TX$8.4M · 0.34%
Hossley Holdings, Inc. TX$8.4M · 0.03%
Attebury Grain, LLC TX$8.4M · 0.72%
M & F Western Products TX$8.2M · 0.22%
Creekside Nursery, L.L.C. TX$8.0M · 0.05%
El Rancho Corp. TX$8.0M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 740963640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.