Plan Ledger DOL Form 5500 · updated monthly

Webtpa Employer Services, LLC401(k)

WEBTPA EMPLOYER SERVICES, LLC 401(K) RETIREMENT SAVINGS PLAN · IRVING, TX · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Webtpa Employer Services, LLC reported $48,530 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $1,039 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 0.17% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,405th-largest of 5,688 plans among Texas employers on file, and the 2,230th of 4,798 in finance & insurance. In 2024, employees put in $3.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,913,254
Participants with balances543
Active participants779
Employer contributions$809,251
Employee contributions$2,632,072
Employer contribution per active participant$1,039
Average account balance$62,455
Benefits paid to participants$4,075,935
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.9M · 543 accts · $809K emplr
2023$30.0M · 548 accts · $885K emplr
2022$24.5M · 482 accts · $743K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,197
Investment management$10,333
Total administrative$48,530
The Webtpa Employer Services, LLC 401(k) match · 2024
Employer contribution per active participant$1,039
Median for plans this size$2,416
2024$1,039 per active participant
2023$1,090 per active participant
2022$894 per active participant

Webtpa Employer Services, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$38,197
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$10,333
WEALTH MANAGEMENT SYSTEMS INC · Other servicesindirect 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$48,530 · 0.15%
2023$48,119 · 0.18%
2022$43,822 · 0.17%
Similar plansFinance & Insurance · Texas
Central Bancshares, Inc. TX$34.7M · 0.18%
Gainsco, Inc. TX$33.3M · 0.07%
Carlson Capital, L.P. TX$33.1M · 0.07%
Green Brick Partners, Inc. TX$32.9M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752611444 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.