Plan Ledger DOL Form 5500 · updated monthly

Embree Construction Group, Inc401(k)

EMBREE GROUP 401(K) RETIREMENT PLAN · GEORGETOWN, TX · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Embree Construction Group, Inc reported $27,275 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $1,666 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 0.11% to 0.15%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 2,125th-largest of 5,688 plans among Texas employers on file, and the 2,127th of 5,337 in construction. In 2024, employees put in $3.25 for every $1.00 the employer contributed; active participation has grown from 226 to 252 since 2022.

Plan summary
Net assets, end of year$18,697,436
Participants with balances252
Active participants252
Employer contributions$419,838
Employee contributions$1,365,109
Employer contribution per active participant$1,666
Average account balance$74,196
Benefits paid to participants$2,476,408
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LP
Plan history3
Yearassets · accounts · employer contribution
2024$18.7M · 252 accts · $420K emplr
2023$16.8M · 251 accts · $430K emplr
2022$14.7M · 311 accts · $404K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,275
Total administrative$27,275
The Embree Construction Group, Inc 401(k) match · 2024
Employer contribution per active participant$1,666
Median for plans this size$2,416
2024$1,666 per active participant
2023$1,721 per active participant
2022$1,787 per active participant

Embree Construction Group, Inc's 2024 employer contribution ran below 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 · 20241
THE ALLOCATION COMPANY · Other 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 history3
2024$27,275 · 0.15%
2023$27,125 · 0.17%
2022$17,753 · 0.11%
Same employer
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Ref-Chem, L.P. TX$18.8M · 0.44%
American Constructors, LLC TX$18.8M · 0.37%
Parkway C & a, LP TX$18.4M · 0.64%
Troy Companies, LLC TX$18.4M · 0.76%
Pogue Construction Co., LP TX$17.9M · 0.60%
Anew Climate, LLC TX$17.7M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742242835 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.