Plan Ledger DOL Form 5500 · updated monthly

Witherite Law Group, PLLC401(k)

WITHERITE LAW GROUP, PLLC 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.75%

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

Witherite Law Group, PLLC reported $117,807 in plan administrative expenses for 2024: 0.75% of average plan assets, higher than ~90% of peers. Employer contributions averaged $7,920 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 0.75%. 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 2,216th-largest of 5,688 plans among Texas employers on file, and 6,049th of 11,654 in professional & technical services. In 2024, the employer put in $1.32 for every $1.00 employees contributed themselves; active participation has grown from 177 to 217 since 2022.

Plan summary
Net assets, end of year$17,369,852
Participants with balances322
Active participants217
Employer contributions$1,718,567
Employee contributions$1,297,250
Employer contribution per active participant$7,920
Average account balance$53,944
Benefits paid to participants$2,045,987
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.4M · 322 accts · $1.7M emplr
2023$14.0M · 263 accts · $1.3M emplr
2022$10.3M · 249 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$49,068
Investment management$68,739
Total administrative$117,807
The Witherite Law Group, PLLC 401(k) match · 2024
Employer contribution per active participant$7,920
Median for plans this size$2,416
2024$7,920 per active participant
2023$7,721 per active participant
2022$6,498 per active participant

Witherite Law Group, PLLC's 2024 employer contribution ran above the $2,416 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 · 20242
JOHN HANCOCK RETIREMENT PLAN SERVIC · Recordkeeping · Loan processing$49,068
LEVEL FOUR ADVISORY SERVICES LLC · Investment advisory (participants) · Investment advisory (plan)$68,739

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$117,807 · 0.75%
2023$94,403 · 0.78%
2022$75,115 · 0.72%
Similar plansProfessional & Technical Services · Texas
Dehay & Elliston, LLP TX$17.5M · 0.02%
Seidel Schroeder TX$17.4M · 0.45%
Lone Star Aerospace, Inc. TX$17.2M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752953673 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.