Plan Ledger DOL Form 5500 · updated monthly

Walter P Moore & Associates, Inc.401(k)

WALTER P MOORE & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Walter P Moore & Associates, Inc. reported $54,244 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,564 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 1 year on file its reported administrative ratio rose from 0.01% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 429th-largest of 5,688 plans among Texas employers on file, and the 889th of 11,654 in professional & technical services. In 2024, employees put in $3.96 for every $1.00 the employer contributed; active participation has grown from 618 to 840 since 2022.

Plan summary
Net assets, end of year$179,825,255
Participants with balances1,073
Active participants840
Employer contributions$2,154,150
Employee contributions$8,520,017
Employer contribution per active participant$2,564
Average account balance$167,591
Benefits paid to participants$10,648,815
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$179.8M · 1,073 accts · $2.2M emplr
2023$147.0M · 984 accts · $1.9M emplr
2022$116.8M · 934 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Investment management$27,707
Total administrative$54,244
The Walter P Moore & Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$2,564
Median for plans this size$3,635
2024$2,564 per active participant
2023$2,835 per active participant
2022$2,736 per active participant

Walter P Moore & Associates, Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$27,706
FIDELITY INV INST OPER CO., LLC · Loan processingindirect 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$54,244 · 0.03%
2023$6,879 · 0.01%
2022Not separately reported
Same employer
Similar plansProfessional & Technical Services · Texas
E2OPEN, LLC TX$189.5M · 0.02%
Halff Associates, Inc TX$187.2M · 0.05%
Clearesult Consulting Inc. TX$180.1M · 0.26%
Forcepoint LLC TX$172.0M · 0.13%
Bge, Inc. TX$165.9M · 0.01%
Toppan Photomasks, Inc. TX$159.3M · 0.00%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 741554339 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.