Effex Management Solutions, LLC401(k)
EFFEX 401(K) PLAN · KINGWOOD, TX · plan year 2019
Effex Management Solutions, LLC reported $854 in plan administrative expenses for 2019: 2.53% of average plan assets, higher than ~90% of peers. 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 6 years on file its reported administrative ratio fell from 12.68% to 0.68%. The plan sits in the under $1M size bracket, benchmarked here against 102 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Texas (5,663rd of 5,688), and 2,508th of 2,534 in administrative & support services. active participation has shrunk from 552 to 279 since 2016.
Annual cost at the plan's reported 2019 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 272222855 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.