Plan Ledger DOL Form 5500 · updated monthly

Eecu401(k)

EECU 401(K) PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Eecu reported $70,120 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $4,215 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 0.01% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,084th-largest of 5,688 plans among Texas employers on file, and the 1,721st of 4,798 in finance & insurance. In 2024, employees put in $1.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$48,285,797
Participants with balances446
Active participants344
Employer contributions$1,449,939
Employee contributions$1,716,308
Employer contribution per active participant$4,215
Average account balance$108,264
Benefits paid to participants$3,743,826
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$48.3M · 446 accts · $1.4M emplr
2023$43.7M · 459 accts · $1.4M emplr
2022$37.4M · 453 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,635
Investment management$66,485
Total administrative$70,120
The Eecu 401(k) match · 2024
Employer contribution per active participant$4,215
Median for plans this size$2,416
2024$4,215 per active participant
2023$3,834 per active participant
2022$3,952 per active participant

Eecu's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$54,048
GALLAGHER FIDUCIARY ADVISORS, LLC · Investment advisory (plan)$66,485

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$70,120 · 0.15%
2023$34,124 · 0.08%
2022$5,443 · 0.01%
Same employer
Similar plansFinance & Insurance · Texas
Quantlab Financial, LLC TX$50.8M · 0.01%
Plains Bancorp, Inc. TX$47.0M · 0.05%
Inwood National Bank TX$46.7M · 0.26%
Amherst Services, Corp. TX$45.8M · 0.19%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 750275915 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.