Plan Ledger DOL Form 5500 · updated monthly

Aes Drilling Fluids, LLC401(k)

AES DRILLING FLUIDS 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Aes Drilling Fluids, LLC reported $76,455 in plan administrative expenses for 2024: 0.31% of average plan assets, above the peer median. Employer contributions averaged $4,332 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 0.28% to 0.31%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,602nd-largest of 5,688 plans among Texas employers on file, and 2,500th of 4,798 in finance & insurance. In 2024, employees put in $1.51 for every $1.00 the employer contributed; active participation has grown from 417 to 462 since 2022.

Plan summary
Net assets, end of year$28,374,727
Participants with balances394
Active participants462
Employer contributions$2,001,300
Employee contributions$3,016,262
Employer contribution per active participant$4,332
Average account balance$72,017
Benefits paid to participants$1,636,519
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$28.4M · 394 accts · $2.0M emplr
2023$21.2M · 386 accts · $1.8M emplr
2022$16.6M · 374 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,684
Investment management$58,253
Total administrative$76,455
The Aes Drilling Fluids, LLC 401(k) match · 2024
Employer contribution per active participant$4,332
Median for plans this size$2,416
2024$4,332 per active participant
2023$4,151 per active participant
2022$3,729 per active participant

Aes Drilling Fluids, LLC'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 · 20243
EDWARD JONES · Recordkeeping · Trustee$58,252
ADP, INC. · Loan processing · Recordkeeping$15,684
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, Edward Jones
2023ADP, Edward Jones

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Administrative cost history3
2024$76,455 · 0.31%
2023$51,821 · 0.27%
2022$44,458 · 0.28%
Same employer
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Silver Ventures, Inc. TX$28.6M · 0.52%
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Source: U.S. Department of Labor, Form 5500 series, EIN 331147349 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.