Plan Ledger DOL Form 5500 · updated monthly

Beusa Energy, LLC401(k)

BEUSA ENERGY 401(K) PLAN · THE WOODLANDS, TX · plan year 2024

Reported admin expense ratio · 2024
0.44%

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

Beusa Energy, LLC reported $257,814 in plan administrative expenses for 2024: 0.44% of average plan assets, higher than ~90% of peers. Employer contributions averaged $6,305 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 0.40% to 0.44%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 845th-largest of 5,688 plans among Texas employers on file, and the 71st of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.21 for every $1.00 the employer contributed; active participation has grown from 642 to 1,191 since 2022.

Plan summary
Net assets, end of year$69,046,132
Participants with balances1,408
Active participants1,191
Employer contributions$7,509,176
Employee contributions$9,106,148
Employer contribution per active participant$6,305
Average account balance$49,038
Benefits paid to participants$4,467,761
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$69.0M · 1,408 accts · $7.5M emplr
2023$47.6M · 1,094 accts · $5.4M emplr
2022$32.6M · 800 accts · $3.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$185,650
Investment management$59,854
Total administrative$257,814
The Beusa Energy, LLC 401(k) match · 2024
Employer contribution per active participant$6,305
Median for plans this size$3,635
2024$6,305 per active participant
2023$5,859 per active participant
2022$5,473 per active participant

Beusa Energy, LLC's 2024 employer contribution ran above the $3,635 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.

Service providers · 20242
CREATIVE PLANNING HOLD CO, LLCindirect comp

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$257,814 · 0.44%
2023$72,226 · 0.18%
2022$129,932 · 0.40%
Same employer
Similar plansAgriculture, Forestry & Fishing · Texas
American Kennel Club NY$73.1M · 0.29%
J. G. Boswell Company CA$72.9M · 0.23%
United Cooperative WI$70.0M · 0.16%
Agtegra Cooperative SD$69.1M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760518096 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.