Plan Ledger DOL Form 5500 · updated monthly

Environmental Tree and Design, Inc.401(k)

ENVIRONMENTAL TREE AND DESIGN, INC. SAFE HARBOR 401(K) PLAN · TOMBALL, TX · plan year 2022

Reported admin expense ratio · 2022
0.72%

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

Environmental Tree and Design, Inc. reported $37,995 in plan administrative expenses for 2022: 0.72% of average plan assets, above the peer median. Employer contributions averaged $1,007 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Texas (4,091st of 5,688), and 1,452nd of 2,534 in administrative & support services. In 2022, employees put in $2.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,890,343
Participants with balances59
Active participants118
Employer contributions$118,794
Employee contributions$283,305
Employer contribution per active participant$1,007
Average account balance$82,887
Benefits paid to participants$86,310
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$37,995
Total administrative$37,995
The Environmental Tree and Design, Inc. 401(k) match · 2022
Employer contribution per active participant$1,007
Median for plans this size$1,114

Environmental Tree and Design, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$37,995 · 0.72%
Similar plansAdministrative & Support Services · Texas
Telvista, Inc. TX$5.0M · 0.38%
Fma Alliance, LTD TX$5.0M · 0.65%
Windsor HR Services, Inc. TX$4.9M · 0.80%
Corporate Relocation, LLC TX$4.8M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760158944 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.