Plan Ledger DOL Form 5500 · updated monthly

Blue Danube Incorporated401(k)

BLUE DANUBE RETIREMENT PLAN · HOUSTON, 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

Blue Danube Incorporated reported $126,778 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $0 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 1,220th-largest of 5,688 plans among Texas employers on file, and the 313th of 786 in management of companies.

Plan summary
Net assets, end of year$40,982,431
Participants with balances657
Active participants615
Employer contributions$0
Employee contributions$3,049,730
Employer contribution per active participant$0
Average account balance$62,378
Benefits paid to participants$5,688,851
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$92,611
Investment management$34,167
Total administrative$126,778
The Blue Danube Incorporated 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Blue Danube Incorporated's 2024 employer contribution ran below the $2,416 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 · 20242
NEWPORT GROUP, INC. · Recordkeeping$63,360
PNC INSTITUTIONAL ASSET MANAGEMENT · Investment advisory (plan)$34,167

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

Administrative cost history1
2024$126,778 · 0.32%
Same employer
Similar plansManagement of Companies · Texas
Bwc Terminal Holdings LLC TX$50.2M · 0.15%
Ecom Atlantic, Inc. TX$48.2M · 0.04%
Aethon Energy Operating LLC TX$46.8M · 0.01%
Itafos Services LLC TX$40.8M · 0.39%
U.S. Occmed Holdings, LLC TX$37.2M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251880200 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.