Plan Ledger DOL Form 5500 · updated monthly

Westin Homes and Properties LP401(k)

WESTIN HOMES AND PROPERTIES LP 401(K) PROFIT SHARING PLAN AND TRUST · SUGAR LAND, TX · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Westin Homes and Properties LP reported $32,176 in plan administrative expenses for 2024: 0.33% of average plan assets, below the peer median. Employer contributions averaged $0 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 0.31% to 0.33%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (2,934th of 5,688), and 2,957th of 5,337 in construction. In 2024, employees put in $31728.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,935,103
Participants with balances161
Active participants145
Employer contributions$50
Employee contributions$1,586,401
Employer contribution per active participant$0
Average account balance$67,920
Benefits paid to participants$529,356
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.9M · 161 accts · $50 emplr
2023$8.7M · 149 accts
2022$6.7M · 144 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,176
Total administrative$32,176
The Westin Homes and Properties LP 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Westin Homes and Properties LP's 2024 employer contribution ran below the $1,313 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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$32,175

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$32,176 · 0.33%
2023$25,249 · 0.33%
2022$21,335 · 0.31%
Same employer
Similar plansConstruction · Texas
Whoa & Co., Inc TX$11.1M · 0.45%
Rpm Xconstruction LLC TX$11.0M · 1.19%
Thos. S. Byrne, Inc. TX$10.9M · 0.39%
Seatrium Amfels, Inc. TX$10.9M · 0.74%
Pinnergy, LTD. TX$10.8M · 0.50%
Gulfspan Industrial, LLC TX$10.7M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200286051 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.