Plan Ledger DOL Form 5500 · updated monthly

American Excelsior Company401(k)

AMERICAN EXCELSIOR COMPANY 401(K) SAVINGS PLAN · ARLINGTON, TX · plan year 2025

Reported admin expense ratio · 2025
0.41%

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

American Excelsior Company reported $128,314 in plan administrative expenses for 2025: 0.41% of average plan assets, above the peer median. Employer contributions averaged $1,830 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 rose from 0.38% to 0.41%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,489th-largest of 5,688 plans among Texas employers on file, and the 4,316th of 13,661 in manufacturing. In 2025, employees put in $2.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,599,127
Participants with balances577
Active participants464
Employer contributions$849,196
Employee contributions$1,952,041
Employer contribution per active participant$1,830
Average account balance$54,765
Benefits paid to participants$5,445,364
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$31.6M · 577 accts · $849K emplr
2024$30.7M · 577 accts · $885K emplr
2023$29.7M · 564 accts · $798K emplr
2022$26.3M · 551 accts · $752K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$128,314
Total administrative$128,314
The American Excelsior Company 401(k) match · 2025
Employer contribution per active participant$1,830
Median for plans this size$2,666
2025$1,830 per active participant
2024$1,868 per active participant
2023$1,653 per active participant
2022$1,645 per active participant

American Excelsior Company's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$128,314
CREATIVE PLANNING LLC · Investment advisory (plan)indirect comp

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

Administrative cost history4
2025$128,314 · 0.41%
2024$123,955 · 0.41%
2023$110,759 · 0.40%
2022$115,182 · 0.38%
Same employer
Similar plansManufacturing · Texas
Atec, Inc. TX$32.2M · 0.38%
Orora Visual, LLC TX$32.1M · 0.13%
Sivalls, Inc. TX$32.1M · 0.02%
Bridgford Foods Corporation TX$32.0M · 0.30%
Ebaa Iron, Inc. TX$31.6M · 0.20%
Alcon Puerto Rico Inc. TX$31.2M · 0.05%
Compx International Inc. TX$31.1M · 0.03%
Dx Holding Co., Inc. TX$31.1M · 0.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 751492124 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.