Plan Ledger DOL Form 5500 · updated monthly

Energy Laboratories, Inc.401(k)

ENERGY LABORATORIES, INC. 401(K) PROFIT SHARING PLAN · BILLINGS, MT · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Energy Laboratories, Inc. reported $41,688 in plan administrative expenses for 2024: 0.51% of average plan assets, below the peer median. Employer contributions averaged $0 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 3 years on file its reported administrative ratio has held roughly steady near 0.51%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Montana (140th of 229), and 8,476th of 11,654 in professional & technical services. active participation has grown from 133 to 148 since 2022.

Plan summary
Net assets, end of year$8,563,329
Participants with balances165
Active participants148
Employer contributions$0
Employee contributions$492,769
Employer contribution per active participant$0
Average account balance$51,899
Benefits paid to participants$726,201
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 165 accts
2023$7.7M · 185 accts
2022$8.4M · 156 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,772
Total administrative$41,688
The Energy Laboratories, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Energy Laboratories, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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
FIRST INTERSTATE WEALTH MANAGEMENT$24,916

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$41,688 · 0.51%
2023$41,975 · 0.52%
2022$45,571 · 0.49%
All plans at this employer2
ENERGY LABORATORIES, INC. 401(K) PROFIT SHARING PLAN401(k)
ENERGY LABORATORIES EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansProfessional & Technical Services · Montana
A&E Design, Inc. MT$18.9M · 0.68%
Xtant Medical Inc. MT$13.5M · 0.04%
Foundant Technologies MT$10.3M · 0.85%
Wildfire Defense Systems MT$6.3M · 0.57%
Alternatives, Inc. MT$5.3M · 0.41%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 810243326 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.