Plan Ledger DOL Form 5500 · updated monthly

Epiroc North America Corp.401(k)

EPIROC 401(K) PLAN · GARLAND, TX · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Epiroc North America Corp. reported $187,851 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $6,096 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 rose from 0.06% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 399th-largest of 5,688 plans among Texas employers on file, and the 1,165th of 13,661 in manufacturing. In 2024, employees put in $1.34 for every $1.00 the employer contributed; active participation has grown from 1,176 to 1,401 since 2022.

Plan summary
Net assets, end of year$199,947,427
Participants with balances1,663
Active participants1,401
Employer contributions$8,540,089
Employee contributions$11,462,107
Employer contribution per active participant$6,096
Average account balance$120,233
Benefits paid to participants$20,797,762
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$199.9M · 1,663 accts · $8.5M emplr
2023$174.4M · 1,664 accts · $7.5M emplr
2022$147.2M · 1,484 accts · $5.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$140,089
Investment management$47,762
Total administrative$187,851
The Epiroc North America Corp. 401(k) match · 2024
Employer contribution per active participant$6,096
Median for plans this size$3,635
2024$6,096 per active participant
2023$5,849 per active participant
2022$5,027 per active participant

Epiroc North America Corp.'s 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$140,280
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$47,762

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$187,851 · 0.10%
2023$138,483 · 0.09%
2022$97,914 · 0.06%
Same employer
Similar plansManufacturing · Texas
Americas Styrenics LLC TX$213.8M · 0.06%
Mavenir Systems, Inc. TX$208.5M · 0.21%
Ch Guenther TX$205.6M · 0.14%
Dnow L.P. TX$202.8M · 0.13%
Blue Bell Creameries, Inc. TX$195.3M · 0.04%
Klein Tools, Inc. TX$179.8M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364868039 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.