Plan Ledger DOL Form 5500 · updated monthly

Energy Systems Group, LLC401(k)

ENERGY SYSTEMS GROUP, LLC 401(K) PLAN · NEWBURGH, IN · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Energy Systems Group, LLC reported $135,081 in plan administrative expenses for 2024: 0.23% of average plan assets, above the peer median. Employer contributions averaged $12,330 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 1 year on file its reported administrative ratio rose from 0.04% to 0.23%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 235th-largest of 1,562 plans among Indiana employers on file, and the 2,268th of 11,654 in professional & technical services. In 2024, employees put in $1.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$62,621,471
Participants with balances371
Active participants307
Employer contributions$3,785,305
Employee contributions$4,163,591
Employer contribution per active participant$12,330
Average account balance$168,791
Benefits paid to participants$10,439,543
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history2
Yearassets · accounts · employer contribution
2024$62.6M · 371 accts · $3.8M emplr
2023$56.5M · 362 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$127,406
Investment management$4,975
Total administrative$135,081
The Energy Systems Group, LLC 401(k) match · 2024
Employer contribution per active participant$12,330
Median for plans this size$3,635
2024$12,330 per active participant
2023$5,048 per active participant

Energy Systems Group, LLC's 2024 employer contribution ran above the $3,635 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 · 20242
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$34,678
CREATIVE PLANNING HOLD CO, LLCindirect comp

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

Administrative cost history2
2024$135,081 · 0.23%
2023$21,500 · 0.04%
Same employer
Similar plansProfessional & Technical Services · Indiana
Ontario Systems, LLC IN$72.1M · 0.18%
Tangoe US, Inc. IN$66.8M · 0.22%
Everence Services, LLC IN$61.4M · 0.02%
Somerset Cpas, P.C. IN$53.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352017952 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.