Plan Ledger DOL Form 5500 · updated monthly

Weekley Homes401(k)

WEEKLEY HOMES 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Weekley Homes reported $416,502 in plan administrative expenses for 2024: 0.11% of average plan assets, above the peer median. Employer contributions averaged $8,424 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 3 years on file its reported administrative ratio has held roughly steady near 0.108%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other construction employers. By assets it is the 229th-largest of 5,688 plans among Texas employers on file, and the 171st of 5,337 in construction. In 2024, employees put in $1.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$413,224,741
Participants with balances2,191
Active participants1,679
Employer contributions$14,143,789
Employee contributions$19,892,887
Employer contribution per active participant$8,424
Average account balance$188,601
Benefits paid to participants$21,426,047
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$413.2M · 2,191 accts · $14.1M emplr
2023$356.1M · 2,113 accts · $13.3M emplr
2022$307.6M · 2,130 accts · $12.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$294,479
Investment management$101,123
Audit (IQPA)$19,500
Total administrative$416,502
The Weekley Homes 401(k) match · 2024
Employer contribution per active participant$8,424
Median for plans this size$4,294
2024$8,424 per active participant
2023$8,513 per active participant
2022$8,058 per active participant

Weekley Homes's 2024 employer contribution ran above the $4,294 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.

Service providers · 20244
MILLIMAN, INC. · Recordkeeping · Pension consulting$294,479
WARWICK INVESTMENT MANAGEMENT INC. · Investment advisory (plan)$99,123
RSM US LLP · Accounting / audit$19,500
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trustee (directed)indirect comp

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

Recordkeeper by year2
2024Milliman
2023Milliman

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

Administrative cost history3
2024$416,502 · 0.11%
2023$389,797 · 0.12%
2022$349,109 · 0.11%
Same employer
Similar plansConstruction · Texas
Srs Distribution Inc. TX$574.8M · 0.16%
Austin Industries, Inc. TX$511.6M · 0.10%
Tdindustries, Inc. TX$321.3M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760519106 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.