Plan Ledger DOL Form 5500 · updated monthly

Engineered Air Balance Co., Inc.401(k)

ENGINEERED AIR BALANCE CO., INC. 401(K) PROFIT SHARING PLAN · RICHARDSON, TX · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Engineered Air Balance Co., Inc. reported $70,738 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $6,731 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 0.25% to 0.21%. 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 1,320th-largest of 5,688 plans among Texas employers on file, and the 3,509th of 11,654 in professional & technical services. In 2024, employees put in $1.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$37,155,913
Participants with balances174
Active participants152
Employer contributions$1,023,038
Employee contributions$1,298,031
Employer contribution per active participant$6,731
Average account balance$213,540
Benefits paid to participants$1,251,889
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$37.2M · 174 accts · $1.0M emplr
2023$31.8M · 173 accts · $1.0M emplr
2022$28.6M · 170 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,695
Investment management$41,043
Total administrative$70,738
The Engineered Air Balance Co., Inc. 401(k) match · 2024
Employer contribution per active participant$6,731
Median for plans this size$2,416
2024$6,731 per active participant
2023$6,839 per active participant
2022$7,411 per active participant

Engineered Air Balance Co., 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
GALLAGHER BENEFIT SERVICES INC DBA · Investment advisory (plan)$35,000
EMPOWER ADVISORY GROUP, LLC · Investment management$6,043

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$70,738 · 0.21%
2023$98,664 · 0.33%
2022$76,650 · 0.25%
Same employer
Similar plansProfessional & Technical Services · Texas
Cs Disco, Inc. TX$37.9M · 0.43%
Fourth Enterprises, LLC TX$37.4M · 0.12%
Databank Holdings, LTD. TX$37.3M · 0.04%
Camin Cargo Control, Inc. TX$36.7M · 0.33%
Hartline Barger LLP TX$36.4M · 0.17%
Munck Wilson Mandala, LLP TX$36.0M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750955026 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.