Plan Ledger DOL Form 5500 · updated monthly

Walters, Balido, & Crain L.L.P.401(k)

WALTERS, BALIDO & CRAIN RETIREMENT PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Walters, Balido, & Crain L.L.P. reported $3,910 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,598 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 0.01% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,879th-largest of 5,688 plans among Texas employers on file, and the 5,142nd of 11,654 in professional & technical services. In 2024, employees put in $1.18 for every $1.00 the employer contributed; active participation has grown from 101 to 139 since 2022.

Plan summary
Net assets, end of year$22,418,657
Participants with balances203
Active participants139
Employer contributions$917,077
Employee contributions$1,083,989
Employer contribution per active participant$6,598
Average account balance$110,437
Benefits paid to participants$743,450
Plan auditUnmodified (clean) audit opinion
AuditorBROWN ROGERS & CO LLC
Plan history3
Yearassets · accounts · employer contribution
2024$22.4M · 203 accts · $917K emplr
2023$18.8M · 154 accts · $800K emplr
2022$18.0M · 146 accts · $727K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,910
Total administrative$3,910
The Walters, Balido, & Crain L.L.P. 401(k) match · 2024
Employer contribution per active participant$6,598
Median for plans this size$2,416
2024$6,598 per active participant
2023$7,481 per active participant
2022$7,195 per active participant

Walters, Balido, & Crain L.L.P.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$3,910 · 0.02%
2023$3,871 · 0.02%
2022$2,303 · 0.01%
Same employer
Similar plansProfessional & Technical Services · Texas
Rrc Power & Energy, LLC TX$22.8M · 0.09%
Kasasa, LTD TX$22.7M · 0.13%
Jim S. Adler & Associates TX$22.6M · 0.13%
Agilethought, LLC TX$22.3M · 0.65%
Brown Sims, P.C. TX$22.2M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611497895 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.