Plan Ledger DOL Form 5500 · updated monthly

Cdi Energy Products, LLC401(k)

FENNER AEP 401(K) PLAN · HUMBLE, TX · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Cdi Energy Products, LLC reported $212,258 in plan administrative expenses for 2024: 0.22% of average plan assets, above the peer median. Employer contributions averaged $3,219 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 has held roughly steady near 0.22%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 646th-largest of 5,688 plans among Texas employers on file, and the 1,908th of 13,661 in manufacturing. In 2024, employees put in $1.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$100,359,913
Participants with balances924
Active participants817
Employer contributions$2,630,062
Employee contributions$5,031,539
Employer contribution per active participant$3,219
Average account balance$108,615
Benefits paid to participants$8,216,614
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$100.4M · 924 accts · $2.6M emplr
2023$91.0M · 962 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$147,313
Investment management$64,945
Total administrative$212,258
The Cdi Energy Products, LLC 401(k) match · 2024
Employer contribution per active participant$3,219
Median for plans this size$3,635
2024$3,219 per active participant
2023$3,268 per active participant

Cdi Energy Products, LLC's 2024 employer contribution ran below 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$147,313
KESTRA ADVISORY SERVICES · Investment advisory (plan)$64,945

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

Administrative cost history2
2024$212,258 · 0.22%
2023$194,441 · 0.23%
Same employer
Similar plansManufacturing · Texas
Ichor Systems, Inc. TX$108.3M · 0.16%
Fifth Generation, Inc TX$105.2M · 0.07%
Farmer Bros. Co. TX$103.5M · 0.20%
Gcc of America, Inc. TX$100.2M · 0.13%
Oq Chemicals Corporation TX$96.5M · 0.15%
Dril-Quip, Inc. TX$95.2M · 0.15%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 760375113 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.