Plan Ledger DOL Form 5500 · updated monthly

Williams Hart & Boundas, LLP401(k)

WILLIAMS HART & BOUNDAS, LLP 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Williams Hart & Boundas, LLP reported $53,246 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $3,123 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,337th-largest of 5,688 plans among Texas employers on file, and 6,354th of 11,654 in professional & technical services. In 2024, employees put in $2.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,949,281
Participants with balances122
Active participants93
Employer contributions$290,444
Employee contributions$842,277
Employer contribution per active participant$3,123
Average account balance$130,732
Benefits paid to participants$1,055,756
Plan auditUnmodified (clean) audit opinion
AuditorEEPB
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,473
Investment management$37,773
Total administrative$53,246
The Williams Hart & Boundas, LLP 401(k) match · 2024
Employer contribution per active participant$3,123
Median for plans this size$2,416

Williams Hart & Boundas, LLP's 2024 employer contribution ran above the $2,416 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
JOHN HANCOCK · Recordkeeping · Investment advisory (participants)$15,568
CETERA ADVISOR NETWORKS · Investment advisory (plan)$37,678

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

Administrative cost history1
2024$53,246 · 0.36%
Similar plansProfessional & Technical Services · Texas
O'Connell Robertson, Inc. TX$16.2M · 0.00%
Mantis Innovation, LLC TX$16.2M · 0.05%
Olson Engineering Inc. TX$15.8M · 0.28%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 760397414 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.