Plan Ledger DOL Form 5500 · updated monthly

Cenergistic, LLC401(k)

CENERGISTIC, LLC PROFIT SHARING PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Cenergistic, LLC reported $85,884 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $2,185 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 3 years on file its reported administrative ratio has held roughly steady near 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,820th-largest of 5,688 plans among Texas employers on file, and the 4,993rd of 11,654 in professional & technical services. In 2024, employees put in $2.20 for every $1.00 the employer contributed; active participation has shrunk from 208 to 154 since 2022.

Plan summary
Net assets, end of year$23,408,000
Participants with balances283
Active participants154
Employer contributions$336,430
Employee contributions$740,371
Employer contribution per active participant$2,185
Average account balance$82,714
Benefits paid to participants$2,716,879
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.4M · 283 accts · $336K emplr
2023$22.6M · 285 accts · $396K emplr
2022$23.2M · 328 accts · $411K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$863
Investment management$3,600
Total administrative$85,884
The Cenergistic, LLC 401(k) match · 2024
Employer contribution per active participant$2,185
Median for plans this size$2,416
2024$2,185 per active participant
2023$2,199 per active participant
2022$1,974 per active participant

Cenergistic, LLC's 2024 employer contribution ran below the $2,416 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 · 20243
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$85,884
MML INSURANCE AGENCY, 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$85,884 · 0.37%
2023$96,353 · 0.42%
2022$97,736 · 0.38%
Same employer
Similar plansProfessional & Technical Services · Texas
Neuman & Esser USA, Inc. TX$23.6M · 0.02%
Highradius Corporation TX$23.0M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752195821 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.