Plan Ledger DOL Form 5500 · updated monthly

Enchanted Rock Management ,LLC401(k)

ENCHANTED ROCK MANAGEMENT, LLC 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Enchanted Rock Management ,LLC reported $42,239 in plan administrative expenses for 2024: 0.59% of average plan assets, above the peer median. Employer contributions averaged $3,479 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 0.09% to 0.59%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other utilities employers. By assets it is among the smaller plans on file in Texas (3,287th of 5,688), and 338th of 412 in utilities. In 2024, employees put in $1.92 for every $1.00 the employer contributed; active participation has grown from 142 to 244 since 2022.

Plan summary
Net assets, end of year$8,590,071
Participants with balances200
Active participants244
Employer contributions$848,847
Employee contributions$1,628,372
Employer contribution per active participant$3,479
Average account balance$42,950
Benefits paid to participants$937,439
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 200 accts · $849K emplr
2023$5.7M · 201 accts · $788K emplr
2022$2.4M · 130 accts · $672K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,046
Investment management$1,193
Total administrative$42,239
The Enchanted Rock Management ,LLC 401(k) match · 2024
Employer contribution per active participant$3,479
Median for plans this size$1,313
2024$3,479 per active participant
2023$2,973 per active participant
2022$4,736 per active participant

Enchanted Rock Management ,LLC's 2024 employer contribution ran above the $1,313 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 · 20241
JOHN HANCOCK · Recordkeeping · Loan processing$42,239

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$42,239 · 0.59%
2023$6,022 · 0.15%
2022$2,086 · 0.09%
Same employer
Similar plansUtilities · Texas
USA Water, LLC TX$10.2M · 0.21%
Reliance Energy Inc TX$9.7M · 0.43%
Plus Power Services LLC TX$7.8M · 0.09%
Catalyze, LLC TX$6.4M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205865669 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.