Plan Ledger DOL Form 5500 · updated monthly

Walsh Gallegos Kyle Robinson & Roalson P.C.401(k)

WALSH GALLEGOS 401(K) PLAN · SAN ANTONIO, TX · plan year 2023

Reported admin expense ratio · 2023
0.35%

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

Walsh Gallegos Kyle Robinson & Roalson P.C. reported $136,938 in plan administrative expenses for 2023: 0.35% of average plan assets, above the peer median. Employer contributions averaged $8,209 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 0.31% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,196th-largest of 5,688 plans among Texas employers on file, and the 3,181st of 11,654 in professional & technical services. In 2023, the employer put in $1.09 for every $1.00 employees contributed themselves; active participation has grown from 120 to 132 since 2022.

Plan summary
Net assets, end of year$42,018,585
Participants with balances212
Active participants132
Employer contributions$1,083,523
Employee contributions$990,294
Employer contribution per active participant$8,209
Average account balance$198,201
Benefits paid to participants$2,087,203
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$41.4M · 234 accts · $740K emplr
2023$42.0M · 212 accts · $1.1M emplr
2022$35.7M · 194 accts · $1.0M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$136,938
Total administrative$136,938
The Walsh Gallegos Kyle Robinson & Roalson P.C. 401(k) match · 2023
Employer contribution per active participant$8,209
Median for plans this size$2,440
2024$5,782 per active participant
2023$8,209 per active participant
2022$8,729 per active participant

Walsh Gallegos Kyle Robinson & Roalson P.C.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$163,891

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$152,799 · 0.37%
2023$136,938 · 0.35%
2022$124,794 · 0.31%
Same employer
Similar plansProfessional & Technical Services · Texas
Compugroup Medical, Inc. TX$43.2M · 0.36%
Irisndt Inc. TX$42.6M · 1.01%
Am Technical Solutions TX$42.4M · 0.18%
U.S. Legal Support, Inc. TX$42.2M · 0.39%
Melton & Melton, LLP TX$41.8M · 0.13%
Intega, Inc. TX$41.6M · 0.21%
Tpn Holdings LLC TX$41.2M · 0.37%
Dunaway Associates, L.P. TX$41.2M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742279224 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.