Plan Ledger DOL Form 5500 · updated monthly

Anew Climate, LLC401(k)

ANEW CLIMATE, LLC 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Anew Climate, LLC reported $74,772 in plan administrative expenses for 2024: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,437 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 1 year on file its reported administrative ratio rose from 0.30% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 2,189th-largest of 5,688 plans among Texas employers on file, and the 2,208th of 5,337 in construction. In 2024, employees put in $2.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,663,594
Participants with balances183
Active participants152
Employer contributions$826,428
Employee contributions$1,823,698
Employer contribution per active participant$5,437
Average account balance$96,522
Benefits paid to participants$852,675
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$17.7M · 183 accts · $826K emplr
2023$12.8M · 156 accts · $740K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,037
Investment management$48,735
Total administrative$74,772
The Anew Climate, LLC 401(k) match · 2024
Employer contribution per active participant$5,437
Median for plans this size$2,416
2024$5,437 per active participant
2023$5,286 per active participant

Anew Climate, 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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$26,037
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (plan)$48,735

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$74,772 · 0.49%
2023$38,228 · 0.30%
Same employer
Similar plansConstruction · Texas
Parkway C & a, LP TX$18.4M · 0.64%
Troy Companies, LLC TX$18.4M · 0.76%
Pogue Construction Co., LP TX$17.9M · 0.60%
Long Lake, LTD. TX$17.0M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203316079 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.