Plan Ledger DOL Form 5500 · updated monthly

Clymene Management Services LLC401(k)

CLYMENE MANAGEMENT SERVICES 401(K) RETIREMENT PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.64%

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

Clymene Management Services LLC reported $42,477 in plan administrative expenses for 2024: 0.64% of average plan assets, above the peer median. Employer contributions averaged $1,308 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 0.52% to 0.64%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Texas (3,549th of 5,688), and 4,248th of 4,798 in finance & insurance. In 2024, employees put in $4.19 for every $1.00 the employer contributed; active participation has grown from 227 to 257 since 2022.

Plan summary
Net assets, end of year$7,267,064
Participants with balances296
Active participants257
Employer contributions$336,155
Employee contributions$1,407,019
Employer contribution per active participant$1,308
Average account balance$24,551
Benefits paid to participants$1,254,816
Plan auditUnmodified (clean) audit opinion
AuditorEEPB
Plan history3
Yearassets · accounts · employer contribution
2024$7.3M · 296 accts · $336K emplr
2023$6.0M · 231 accts · $433K emplr
2022$4.2M · 138 accts · $329K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,339
Investment management$16,138
Total administrative$42,477
The Clymene Management Services LLC 401(k) match · 2024
Employer contribution per active participant$1,308
Median for plans this size$1,313
2024$1,308 per active participant
2023$2,435 per active participant
2022$1,447 per active participant

Clymene Management Services LLC's 2024 employer contribution ran below the $1,313 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$26,339
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$16,138

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$42,477 · 0.64%
2023$28,148 · 0.56%
2022$18,092 · 0.52%
Same employer
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Providence Title Company TX$7.4M · 0.43%
R Bank Texas TX$7.1M · 0.04%
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Source: U.S. Department of Labor, Form 5500 series, EIN 843724409 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.