Whitley Penn, LLP401(k)
WHITLEY PENN 401(K) PROFIT SHARING PLAN · FORT WORTH, TX · plan year 2024
Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works
Whitley Penn, LLP reported $33,242 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,026 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 has held roughly steady near 0.027%. 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 510th-largest of 5,688 plans among Texas employers on file, and the 1,161st of 11,654 in professional & technical services. In 2024, employees put in $1.82 for every $1.00 the employer contributed.
Whitley Penn, LLP'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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 752393478 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.