Plan Ledger DOL Form 5500 · updated monthly

Conestoga Energy Partners LLC401(k)

CONESTOGA ENERGY PARTNERS LLC EMPLOYEES SAVINGS TRUST · LIBERAL, KS · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Conestoga Energy Partners LLC reported $50,979 in plan administrative expenses for 2024: 0.66% of average plan assets, above the peer median. Employer contributions averaged $1,112 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 0.38% to 0.66%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Kansas (541st of 828), and 9,522nd of 13,661 in manufacturing. In 2024, employees put in $2.73 for every $1.00 the employer contributed; active participation has grown from 186 to 273 since 2022.

Plan summary
Net assets, end of year$8,331,811
Participants with balances314
Active participants273
Employer contributions$303,491
Employee contributions$829,709
Employer contribution per active participant$1,112
Average account balance$26,534
Benefits paid to participants$982,545
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.3M · 314 accts · $303K emplr
2023$7.1M · 315 accts · $178K emplr
2022$5.8M · 437 accts · $192K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,972
Investment management$40,488
Total administrative$50,979
The Conestoga Energy Partners LLC 401(k) match · 2024
Employer contribution per active participant$1,112
Median for plans this size$1,313
2024$1,112 per active participant
2023$774 per active participant
2022$1,033 per active participant

Conestoga Energy Partners 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 · 20244
EDWARD D JONES & CO LP · Investment advisory (plan)$22,812
EMPOWER ADVISORY GROUP, LLC · Investment management$17,676
MORNINGSTAR INC DBA MORNINGSTAR ASS$1,519

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$50,979 · 0.66%
2023$23,108 · 0.36%
2022$25,264 · 0.38%
Same employer
Similar plansManufacturing · Kansas
Allen Press, Inc. KS$8.8M · 0.40%
Crestwood, Inc. KS$8.7M · 0.47%
Central Plastics, Inc. KS$8.5M · 0.31%
Kocher + Beck USA, L.P. KS$8.3M · 0.31%
Wichita Kenworth, Inc. KS$8.1M · 0.60%
Scott Specialties, Inc. KS$8.0M · 0.41%
Brown Industries, LLC KS$7.4M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205135682 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.