Plan Ledger DOL Form 5500 · updated monthly

Adams Resources and Energy, Inc.401(k)

ADAMS RESOURCES AND ENERGY, INC., AND SUBSIDIARIES 401K PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Adams Resources and Energy, Inc. reported $37,457 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,013 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 0.10% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,437th-largest of 5,688 plans among Texas employers on file, and the 1,253rd of 4,246 in wholesale trade. In 2024, employees put in $1.89 for every $1.00 the employer contributed; active participation has grown from 543 to 626 since 2022.

Plan summary
Net assets, end of year$33,015,769
Participants with balances536
Active participants626
Employer contributions$1,260,149
Employee contributions$2,381,237
Employer contribution per active participant$2,013
Average account balance$61,597
Benefits paid to participants$4,576,660
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.0M · 536 accts · $1.3M emplr
2023$30.1M · 587 accts · $1.5M emplr
2022$26.5M · 595 accts · $1.3M emplr
The Adams Resources and Energy, Inc. 401(k) match · 2024
Employer contribution per active participant$2,013
Median for plans this size$2,416
2024$2,013 per active participant
2023$1,975 per active participant
2022$2,374 per active participant

Adams Resources and Energy, Inc.'s 2024 employer contribution ran below 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.

Administrative cost history3
2024$37,457 · 0.12%
2023$25,164 · 0.09%
2022$26,300 · 0.10%
Same employer
Similar plansWholesale Trade · Texas
Traxxas, L.P. TX$33.9M · 0.11%
Duferco Steel LLC TX$33.7M · 0.26%
Aiv, L.P. TX$33.7M · 0.39%
Texon Distributing TX$32.5M · 0.20%
L & F Distributors, LLC TX$31.7M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741753147 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.