Plan Ledger DOL Form 5500 · updated monthly

Eco-Energy, LLC401(k)

ECO-ENERGY, LLC 401(K) PROFIT SHARING PLAN AND TRUST · FRANKLIN, TN · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Eco-Energy, LLC reported $93,833 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,340 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 fell from 0.58% to 0.54%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 559th-largest of 1,496 plans among Tennessee employers on file, and the 1,925th of 4,246 in wholesale trade. In 2024, employees put in $2.53 for every $1.00 the employer contributed; active participation has grown from 197 to 239 since 2022.

Plan summary
Net assets, end of year$19,547,523
Participants with balances289
Active participants239
Employer contributions$798,167
Employee contributions$2,022,326
Employer contribution per active participant$3,340
Average account balance$67,638
Benefits paid to participants$908,770
Plan auditUnmodified (clean) audit opinion
AuditorPURYEAR & NOONAN, CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$19.5M · 289 accts · $798K emplr
2023$15.0M · 263 accts · $735K emplr
2022$10.9M · 256 accts · $649K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,012
Investment management$38,821
Total administrative$93,833
The Eco-Energy, LLC 401(k) match · 2024
Employer contribution per active participant$3,340
Median for plans this size$2,416
2024$3,340 per active participant
2023$3,283 per active participant
2022$3,295 per active participant

Eco-Energy, LLC's 2024 employer contribution ran above 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
JANNEY MONTGOMERY SCOTT LLC · Investment advisory (plan)$27,841
ACCESS RETIREMENT SERVICES, LLC · Contract administrator$10,980

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$93,833 · 0.54%
2023$72,992 · 0.57%
2022$65,065 · 0.58%
Same employer
Similar plansWholesale Trade · Tennessee
Heavy Machines, LLC TN$19.7M · 0.14%
Svp Sewing Brands, LLC TN$19.6M · 0.20%
Ces Power, LLC. TN$19.5M · 0.56%
Athens Paper Company, Inc. TN$18.9M · 0.04%
The Bailey Company, Inc. TN$18.6M · 0.44%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 621722312 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.