Plan Ledger DOL Form 5500 · updated monthly

Bwc Terminal Holdings LLC401(k)

BWC 401(K) SAVINGS PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Bwc Terminal Holdings LLC reported $67,833 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $8,011 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 0.13% to 0.15%. 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 1,053rd-largest of 5,688 plans among Texas employers on file, and the 278th of 786 in management of companies. In 2024, the employer put in $1.07 for every $1.00 employees contributed themselves; active participation has grown from 359 to 475 since 2022.

Plan summary
Net assets, end of year$50,200,580
Participants with balances562
Active participants475
Employer contributions$3,805,369
Employee contributions$3,568,151
Employer contribution per active participant$8,011
Average account balance$89,325
Benefits paid to participants$4,667,454
Plan auditUnmodified (clean) audit opinion
AuditorMOORE, REICHL & BAKER, P.C
Plan history3
Yearassets · accounts · employer contribution
2024$50.2M · 562 accts · $3.8M emplr
2023$40.8M · 523 accts · $3.6M emplr
2022$31.1M · 420 accts · $2.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,482
Investment management$43,351
Total administrative$67,833
The Bwc Terminal Holdings LLC 401(k) match · 2024
Employer contribution per active participant$8,011
Median for plans this size$2,416
2024$8,011 per active participant
2023$7,563 per active participant
2022$7,839 per active participant

Bwc Terminal Holdings 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 · 20243
MORGAN STANLEY · Investment advisory (plan)$27,500
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$24,482
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$15,851

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$67,833 · 0.15%
2023$58,783 · 0.16%
2022$43,769 · 0.13%
Same employer
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Momentum Platform, LLC TX$98.3M · 0.28%
The Adam Corporation/Group TX$81.3M · 0.23%
Headington Companies, LLC. TX$55.3M · 0.04%
Ecom Atlantic, Inc. TX$48.2M · 0.04%
Aethon Energy Operating LLC TX$46.8M · 0.01%
Blue Danube Incorporated TX$41.0M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204755936 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.