Plan Ledger DOL Form 5500 · updated monthly

Age Industries, LTD401(k)

AGE 401(K) PLAN · CLEBURNE, TX · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Age Industries, LTD reported $9,533 in plan administrative expenses for 2024: 0.32% of average plan assets, below the peer median. Employer contributions averaged $1 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 0.32%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Texas (4,564th of 5,688), and 12,229th of 13,661 in manufacturing. In 2024, employees put in $1986.53 for every $1.00 the employer contributed; active participation has grown from 97 to 123 since 2022.

Plan summary
Net assets, end of year$3,096,126
Participants with balances140
Active participants123
Employer contributions$137
Employee contributions$272,155
Employer contribution per active participant$1
Average account balance$22,115
Benefits paid to participants$254,133
Plan auditDisclaimer of opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.1M · 140 accts · $137 emplr
2023$2.8M · 114 accts
2022$2.9M · 113 accts
Administrative expenses, itemized · 2024
Trustee / custodial$9,533
Total administrative$9,533
The Age Industries, LTD 401(k) match · 2024
Employer contribution per active participant$1
Median for plans this size$1,313

Age Industries, LTD's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20241
BOKF, NA · Investment management · Loan processing$9,533

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

Administrative cost history3
2024$9,533 · 0.32%
2023$13,610 · 0.48%
2022$8,981 · 0.28%
Same employer
Similar plansManufacturing · Texas
Locke Solutions LLC TX$3.1M · 1.57%
Houston Shutters, LLC TX$3.1M · 0.72%
Acs Manufacturing, Inc. TX$3.1M · 0.02%
Textileather Corporation TX$3.1M · 1.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751810086 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.