Plan Ledger DOL Form 5500 · updated monthly

Eddyfi Corp401(k)

EDDYFI CORP 401(K) PLAN · DEER PARK, TX · plan year 2023

Reported admin expense ratio · 2023
0.68%

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

Eddyfi Corp reported $53,403 in plan administrative expenses for 2023: 0.68% of average plan assets, above the peer median. Employer contributions averaged $3,248 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (2,919th of 5,688), and 7,670th of 11,654 in professional & technical services. In 2023, employees put in $2.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,062,889
Participants with balances255
Active participants240
Employer contributions$779,496
Employee contributions$1,919,153
Employer contribution per active participant$3,248
Average account balance$43,384
Benefits paid to participants$371,170
Plan auditUnmodified (clean) audit opinion
AuditorHARPER & PEARSON COMPANY, P.C.
Plan history2
Yearassets · accounts · employer contribution
2024$0 · $676K emplr
2023$11.1M · 255 accts · $779K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$48,650
Investment management$4,253
Total administrative$53,403
The Eddyfi Corp 401(k) match · 2023
Employer contribution per active participant$3,248
Median for plans this size$1,308

Eddyfi Corp's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$51,281
BKS RETIREMENT SERVICESindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024Not separately reported
2023$53,403 · 0.68%
Similar plansProfessional & Technical Services · Texas
Eag Services, Inc. TX$11.3M · 0.38%
Vrx, Inc. TX$11.2M · 0.21%
Archpoint, LLC TX$11.0M · 0.77%
Iea, Inc. TX$11.0M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 463890132 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.