Plan Ledger DOL Form 5500 · updated monthly

Epic Consolidated Operations, LLC401(k)

EPIC CONSOLIDATED OPERATIONS, LLC 401(K) PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Epic Consolidated Operations, LLC reported $84,202 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $6,503 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 0.75% to 0.53%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 2,150th-largest of 5,688 plans among Texas employers on file, and the 791st of 2,677 in transportation & warehousing. In 2024, employees put in $1.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,305,058
Participants with balances241
Active participants215
Employer contributions$1,398,200
Employee contributions$2,272,214
Employer contribution per active participant$6,503
Average account balance$75,955
Benefits paid to participants$1,601,653
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.3M · 241 accts · $1.4M emplr
2023$13.7M · 231 accts · $1.3M emplr
2022$9.1M · 235 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$83,240
Investment management$962
Total administrative$84,202
The Epic Consolidated Operations, LLC 401(k) match · 2024
Employer contribution per active participant$6,503
Median for plans this size$2,416
2024$6,503 per active participant
2023$5,930 per active participant
2022$5,746 per active participant

Epic Consolidated Operations, LLC'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 · 20241
LINCOLN NATIONAL CORPORATION · Contract administrator · Loan processing$83,240

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$84,202 · 0.53%
2023$58,562 · 0.51%
2022$66,487 · 0.75%
Same employer
Similar plansTransportation & Warehousing · Texas
Flashparking Inc. TX$19.3M · 0.73%
Jetsuitex, Inc. TX$19.2M · 0.74%
Premier Trailers, LLC TX$19.2M · 0.00%
Gulf Stream Marine, Inc. TX$17.8M · 0.19%
Uship, Inc TX$17.4M · 0.39%
Enstor Gas, LLC TX$15.6M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352604604 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.