Plan Ledger DOL Form 5500 · updated monthly

Es Opco USA LLC401(k)

VESERIS 401(K) SAVINGS PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Es Opco USA LLC reported $29,669 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,884 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 0.07% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 969th-largest of 5,688 plans among Texas employers on file, and the 276th of 2,534 in administrative & support services. In 2024, employees put in $1.36 for every $1.00 the employer contributed; active participation has shrunk from 450 to 380 since 2022.

Plan summary
Net assets, end of year$56,906,240
Participants with balances491
Active participants380
Employer contributions$1,855,806
Employee contributions$2,528,336
Employer contribution per active participant$4,884
Average account balance$115,899
Benefits paid to participants$8,813,613
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$56.9M · 491 accts · $1.9M emplr
2023$53.6M · 418 accts · $1.0M emplr
2022$46.9M · 339 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,481
Investment management$18,188
Total administrative$29,669
The Es Opco USA LLC 401(k) match · 2024
Employer contribution per active participant$4,884
Median for plans this size$3,635
2024$4,884 per active participant
2023$2,739 per active participant
2022$2,293 per active participant

Es Opco USA LLC'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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$18,188
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$11,481

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$29,669 · 0.05%
2023$23,621 · 0.05%
2022$39,625 · 0.07%
Same employer
Similar plansAdministrative & Support Services · Texas
Maverick Services, LLC TX$58.4M · 0.24%
Empower Service Corporation TX$57.2M · 0.22%
Curana Health LLC TX$54.2M · 0.05%
Vacation Publications, Inc. TX$48.0M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843689531 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.