Plan Ledger DOL Form 5500 · updated monthly

Clearwell Dynamics, LLC401(k)

CLEARWELL DYNAMICS RETIREMENT PLAN · SAN ANTONIO, 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

Clearwell Dynamics, LLC reported $41,697 in plan administrative expenses for 2024: 0.37% of average plan assets, above the peer median. Employer contributions averaged $1,125 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 0.26% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 2,798th-largest of 5,688 plans among Texas employers on file, and 391st of 612 in mining, oil & gas extraction. In 2024, employees put in $2.04 for every $1.00 the employer contributed; active participation has shrunk from 783 to 564 since 2022.

Plan summary
Net assets, end of year$11,941,963
Participants with balances240
Active participants564
Employer contributions$634,591
Employee contributions$1,292,326
Employer contribution per active participant$1,125
Average account balance$49,758
Benefits paid to participants$2,109,469
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.9M · 240 accts · $635K emplr
2023$10.9M · 241 accts · $545K emplr
2022$8.3M · 211 accts · $226K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,927
Investment management$33,770
Total administrative$41,697
The Clearwell Dynamics, LLC 401(k) match · 2024
Employer contribution per active participant$1,125
Median for plans this size$2,416
2024$1,125 per active participant
2023$962 per active participant
2022$288 per active participant

Clearwell Dynamics, LLC'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 · 20243
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$26,950
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$7,927
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$6,820

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$41,697 · 0.37%
2023$43,223 · 0.45%
2022$21,204 · 0.26%
Same employer
Similar plansMining, Oil & Gas Extraction · Texas
Atlas Sand Company, LLC TX$13.0M · 0.47%
Aegsi Holdings LLC TX$12.7M · 0.52%
White Rock Oil & Gas, LLC TX$12.6M · 0.91%
Formentera Partners, LP TX$12.1M · 0.64%
Ensign Management LLC TX$11.9M · 0.15%
Scm Operations LLC TX$11.6M · 0.44%
Goodnight Midstream, LLC TX$11.2M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 873816579 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.