Plan Ledger DOL Form 5500 · updated monthly

Bge, Inc.401(k)

BGE, INC. 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Bge, Inc. reported $11,455 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,342 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 0.00% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 444th-largest of 5,688 plans among Texas employers on file, and the 954th of 11,654 in professional & technical services. In 2024, employees put in $1.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$165,922,015
Participants with balances1,328
Active participants1,041
Employer contributions$8,684,181
Employee contributions$9,522,508
Employer contribution per active participant$8,342
Average account balance$124,941
Benefits paid to participants$10,615,643
Plan auditUnmodified (clean) audit opinion
AuditorHARPER AND PEARSON COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$165.9M · 1,328 accts · $8.7M emplr
2023$138.0M · 1,237 accts · $8.1M emplr
2022$106.5M · 1,157 accts · $7.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,550
Investment management$6,905
Total administrative$11,455
The Bge, Inc. 401(k) match · 2024
Employer contribution per active participant$8,342
Median for plans this size$3,635
2024$8,342 per active participant
2023$8,163 per active participant
2022$7,710 per active participant

Bge, Inc.'s 2024 employer contribution ran above the $3,635 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
LPL FINANCIAL LLC · Investment advisory (plan)$6,905
JPMORGAN INVEST HOLDINGS LLC$4,550

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$11,455 · 0.01%
2023$3,835 · 0.00%
2022$4,330 · 0.00%
Same employer
Similar plansProfessional & Technical Services · Texas
Halff Associates, Inc TX$187.2M · 0.05%
Clearesult Consulting Inc. TX$180.1M · 0.26%
Forcepoint LLC TX$172.0M · 0.13%
Toppan Photomasks, Inc. TX$159.3M · 0.00%
Weaver and Tidwell, L.L.P. TX$157.1M · 0.12%
Subsea 7 (US) LLC TX$153.4M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741817951 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.