My Plan Facts

Abracon Retirement Plan401(k) plan: employer contributions, fees and assets

Form 5500 for plan year 2025

The filing shows $3,547 of employer contributions for each active participant in the plan year that ended 31 Dec 2025. Form 5500 does not state the match formula.

Sponsor
Abracon LLC, Bee Cave, TX
EIN and plan number
33-0515033, plan 001
Plan type
401(k), profit sharing. Single-employer plan
Plan year
to
Filing received

What this filing shows

At the end of the plan year that ended 31 Dec 2025, the plan had 125 participants.

Net assets were $10,039,912 at the end of that plan year.

Employer contributions were $3,547 for each active participant in that plan year.

Participant contributions were $9,137 for each active participant.

By participants, it was number 4,631 of 4,943 defined contribution plans with 100 or more participants and a filing address in Texas.

By net assets, it was number 3,199 of 4,671.

This page gives no change from plan year 2024, because the site has no filing of the plan for that year.

Its administrative expenses for each participant were $22.61 in plan year 2025.

The median of defined contribution plans with 100 to 249 participants was $176 in plan year 2024.

Form 5500 does not state the match formula.

What Form 5500 does not show

  • The match formula. The form gives the total of the employer contributions for a plan year.
  • Fund expense ratios. The fees on the form are the administrative expenses of the plan and the Schedule C compensation.
  • The account of a person. The form gives totals for the plan.

Guide: what Form 5500 shows and does not show

While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.

The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.

EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .

In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Source of the figures: the Form 5500 datasets, filings received through . The Department of Labor received this filing on .

Contributions

Position among plans of the same type and size. The group: 22,108 defined contribution plans with 100 to 249 participants, plan year 2024. The percentiles set the latest figures of this plan against the group of plan year 2024.

Employer contributionsPlan year that ended 31 Dec 2025. Cash from employers, Schedule H line 2a(1)(A)
$315,698
Active participants31 Dec 2025
89
Employer contributions for each active participant
$3,547
Among plans of the same type and size$3,547plan year 2024

The plan is at the 67th percentile of the group. The quartiles of the group are $1,250, $2,447 and $4,395. Among plans of the same sector, the plan is at the 76th percentile.

Participant contributionsPlan year that ended 31 Dec 2025
$813,214
Rollovers and other contributions
$53,806
Participant contributions for each active participant
$9,137
Among plans of the same type and size$9,137plan year 2024

The plan is at the 81st percentile of the group of 20,744 plans. The quartiles of the group are $3,077, $5,003 and $8,036. Among plans of the same sector, the plan is at the 91st percentile.

Total contributionsPlan year that ended 31 Dec 2025. Schedule H line 2a(3)
$1,182,718

A percentile gives a position in the group. It does not grade the plan. Groups: plans with 100 to 249 participants, Wholesale trade sector.

Fees that the filing shows

The fees on this page are the administrative expenses of the plan and the Schedule C compensation. Fund expense ratios are not in Form 5500.

Investment advisory and management fees
$1,895
Contract administrator fees
$931
Administrative expenses, Schedule HPlan year that ended 31 Dec 2025
$2,826
Administrative expenses for each participant$22.61plan year 2024

The plan is at the 15th percentile of the group. The quartiles of the group are $53.32, $176 and $310. Among plans of the same sector, the plan is at the 11th percentile.

Direct compensation
$1,381
Indirect compensation
$45,390
Schedule C compensation to organisationsPlan year that ended 31 Dec 2025
$46,771
Schedule C compensation for each participant$374plan year 2024

The plan is at the 81st percentile of the group. The quartiles of the group are $79.80, $194 and $331. Among plans of the same sector, the plan is at the 88th percentile.

The group for a fee line has only the plans that report an amount. Guide: how to read Schedule C fees

Assets and participants

Net assets at the start of the plan year
$5,996,268
Total income, with the result of the investments
$2,559,714
Benefits paid
$1,286,471
Total expenses
$1,289,297
Net income
$1,270,417
Net transfers
$2,773,227
Net assets, 31 Dec 2025
$10,039,912
Active participants
89
Retired or separated, with benefits now
0
Retired or separated, with benefits later
36
Participants with an account balance
123
Participants, 31 Dec 2025
125
Net assets for each participant$80,319plan year 2024

The plan is at the 64th percentile of the group. The quartiles of the group are $32,536, $60,164 and $105,654. Among plans of the same sector, the plan is at the 62nd percentile.

Net assets for each participant is an average of the plan. Form 5500 has no account balance of a person.

The site has one filing of this plan on record, so it shows no figures of earlier plan years.

Assets by Schedule H category, 31 Dec 2025

Registered investment companies (mutual funds)
$9.8M 98.0%
Insurance company general account
$146K 1.4%
Participant loans
$51K 0.5%

The form shows the type of the investment vehicle. It does not list the funds of the plan.

Service providers on Schedule C

Organisations that Abracon Retirement Plan paid $5,000 or morePlan year that ended 31 Dec 2025. Service codes and amounts as filed.
OrganisationServices in the filingDirect compensationIndirect compensation
American United Life Insurance Co.Recordkeeping and information management; Participant loan processing; Participant communication$1,381$45,390

Schedule C lists a provider only when the plan paid it $5,000 or more. The site does not show persons that Schedule C names.

Other answers in the filing

Opinion of the accountantSchedule H line 3a
Unmodified
Accountant performed an ERISA section 103(a)(3)(C) auditSchedule H line 3b
Yes
Accounting firmSchedule H line 3c
Tanner LLP
Failure to transmit participant contributionsSchedule H line 4a
No
Fidelity bondSchedule H line 4d
Yes, $1,000,000
Blackout period in the plan yearSchedule H line 4m
Yes
Marks on the form
automatic enrollment
  • 2EProfit-sharing plan
  • 2FERISA section 404(c) plan
  • 2GTotal participant-directed account plan
  • 2JCode section 401(k) feature
  • 2KCode section 401(m) arrangement
  • 2S401(k) plan or 403(b) plan that provides for automatic enrollment
  • 2TTotal or partial participant-directed account plan with a default investment account
  • 3DPre-approved pension plan
  • 3HPlan sponsor(s) is (are) a member(s) of a controlled group

Plan characteristics codes of line 8a, with the labels of the Form 5500 instructions. Business code 423600: Household Appliances and Electrical & Electronic Goods.

The plan administrator gives these answers on Schedule H. The site shows the answers as filed. It draws no conclusion from them.

Line 3a. The attached opinion of an independent qualified public accountant for this plan is (see instructions): The form has four choices: unmodified, qualified, disclaimer and adverse. Glossary

Line 4a. Was there a failure to transmit to the plan any participant contributions within the time period described in 29 CFR 2510.3-102? Continue to answer “Yes” for any prior year failures until fully corrected. (See instructions and DOL’s Voluntary Fiduciary Correction Program.) A “Yes” answer carries an amount. The line does not say why a transfer was late. Glossary

Form text copied from Department of Labor, Schedule H (Form 5500), editions 2024 and 2025 on .

Plans of similar size in the same industry

Plans with the same plan type and business code, nearest in number of participantsThe list is for navigation. Its order is not a rank.
PlanSponsorParticipants
Voxx International Corporation Profit Sharing and 401(k) PlanVoxx International Corporation128
Maxlite 401(k) PlanMaxlite, Inc.121
All.health, Inc. 401(k) PlanAll.health, Inc.128
Brazill Brothers & Assoc., Inc. Employee Stock Ownership PlanBrazill Brothers & Assoc., Inc.119
401 (K) PlanAdm Associates, Inc.129
Hossley Lighting and Power Solutions 401(k) Profit Sharing PlanHossley Holdings, Inc.119
Performance Lighting Systems, Inc. Employee Stock Ownership Plan and TrustPerformance Lighting Systems, in130
Freedom Electronics LLC 401(k) PlanFreedom Electronics LLC118
Medler Electric Company Employee Stock Ownership Plan and TrustMedler Electric Company132
Asa Electronics, LLC 401(k) Profit Sharing PlanAsa Electronics, LLC115

Official channels

The links open the sites of the Department of Labor in a new tab. The site confirmed the links on .

Cite this page

My Plan Facts. "Abracon Retirement Plan." https://myplanfacts.com/plan/330515033-001-abracon-retirement-plan/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.

Where this page gets its figures

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets (Form 5500, Schedule H, Schedule C), plan years 2009 to 2025. The datasets are in the public domain. This page shows the latest filing on record for EIN 33-0515033, plan 001. An amended filing replaces it at the next update. The site calculates the figures for each participant, the quartiles and the percentiles. How the figures are made. Report an error.

Search engines do not list this page. The site asks for 500 participants or more, a second filing on record, and net assets and an employer contributions line on Schedule H.

Questions

Does the filing show the employer match?

No. Form 5500 does not state the match formula. The filing shows total employer contributions of $315,698 for the plan year that ended 31 Dec 2025. Participants contributed $813,214 in total in that plan year.

What fees does the filing show?

The plan reported $2,826 of administrative expenses for the plan year that ended 31 Dec 2025. Schedule C shows $46,771 of compensation to service providers. Fund expense ratios are not in Form 5500.

Which organisations give services to the plan?

Schedule C of the filing names 1 organisation. The table of service providers on this page gives the names, the services and the amounts. Schedule C lists a provider only when the plan paid it $5,000 or more.

How old are these figures?

The figures are for the plan year from 1 Jan 2025 to 31 Dec 2025. The Department of Labor received the filing on 6 Oct 2026. A filing is due by the last day of the 7th month after the plan year ends. An extension allows up to 9.5 months after the plan year ends.