Plan Ledger DOL Form 5500 · updated monthly

Energy Engineering Associates, Inc.ESOP

ENERGY ENGINEERING ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Energy Engineering Associates, Inc. reported $57,145 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $11,454 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 fell from 0.29% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,877th-largest of 5,688 plans among Texas employers on file, and the 5,137th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$22,449,988
Participants with balances164
Active participants108
Employer contributions$1,236,987
Employee contributions—
Employer contribution per active participant$11,454
Average account balance$136,890
Benefits paid to participants$1,165,125
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.4M · 164 accts · $1.2M emplr
2023$20.5M · 160 accts · $1.9M emplr
2022$17.4M · 159 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,716
Audit (IQPA)$24,150
Total administrative$57,145
Employer contributions to the Energy Engineering Associates, Inc. plan · 2024
Employer contribution per active participant$11,454
Median for plans this size$2,416
2024$11,454 per active participant
2023$17,495 per active participant
2022$10,353 per active participant

Energy Engineering Associates, Inc.'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 · 20243
CROWE LLP · Accounting / audit$24,150
MENKE & ASSOCIATES, INC. · Contract administrator$17,716
ACUITY ADVISORS · Valuation$15,225

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$57,145 · 0.27%
2023$45,833 · 0.24%
2022$50,275 · 0.29%
All plans at this employer2
ENERGY ENGINEERING ASSOCIATES, INC 401(K) PROFIT SHARING PLAN401(k)
ENERGY ENGINEERING ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 741904410 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.