Plan Ledger DOL Form 5500 · updated monthly

Weaver and Tidwell, L.L.P.401(k)

WEAVER AND TIDWELL, L.L.P. PROFIT SHARING PLAN AND TRUST · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Weaver and Tidwell, L.L.P. reported $169,074 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $4,075 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 fell from 0.13% to 0.12%. 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 464th-largest of 5,688 plans among Texas employers on file, and the 1,001st of 11,654 in professional & technical services. In 2024, employees put in $2.27 for every $1.00 the employer contributed; active participation has grown from 960 to 1,501 since 2022.

Plan summary
Net assets, end of year$157,117,540
Participants with balances1,538
Active participants1,501
Employer contributions$6,116,460
Employee contributions$13,890,131
Employer contribution per active participant$4,075
Average account balance$102,157
Benefits paid to participants$11,733,412
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$157.1M · 1,538 accts · $6.1M emplr
2023$122.9M · 1,332 accts · $5.0M emplr
2022$99.8M · 1,099 accts · $4.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$109,078
Total administrative$169,074
The Weaver and Tidwell, L.L.P. 401(k) match · 2024
Employer contribution per active participant$4,075
Median for plans this size$3,635
2024$4,075 per active participant
2023$4,325 per active participant
2022$4,366 per active participant

Weaver and Tidwell, L.L.P.'s 2024 employer contribution ran above 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$109,400
GALLAGHER FIDUCIARY ADVISORS, LLC · Consulting$59,996

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$169,074 · 0.12%
2023$140,178 · 0.13%
2022$137,971 · 0.13%
Same employer
Similar plansProfessional & Technical Services · Texas
Forcepoint LLC TX$172.0M · 0.13%
Bge, Inc. TX$165.9M · 0.01%
Toppan Photomasks, Inc. TX$159.3M · 0.00%
Subsea 7 (US) LLC TX$153.4M · 0.07%
Exyte Americas Holding, Inc. TX$152.4M · 0.17%
Planview, Inc. TX$146.8M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750786316 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.