Plan Ledger DOL Form 5500 · updated monthly

Ethosenergy Gts Holdings (US) LLC401(k)

ETHOSENERGY 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Ethosenergy Gts Holdings (US) LLC reported $95,012 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,272 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 0.02% to 0.03%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other other services employers. By assets it is the 274th-largest of 5,688 plans among Texas employers on file, and the 40th of 3,341 in other services. In 2024, employees put in $1.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$337,346,555
Participants with balances2,026
Active participants1,342
Employer contributions$8,416,419
Employee contributions$13,934,795
Employer contribution per active participant$6,272
Average account balance$166,509
Benefits paid to participants$38,126,349
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$337.3M · 2,026 accts · $8.4M emplr
2023$306.3M · 2,103 accts · $7.7M emplr
2022$268.8M · 2,017 accts · $7.2M emplr
Administrative expenses, itemized · 2024
Investment management$141,234
Audit (IQPA)$45,288
Total administrative$95,012
The Ethosenergy Gts Holdings (US) LLC 401(k) match · 2024
Employer contribution per active participant$6,272
Median for plans this size$4,294
2024$6,272 per active participant
2023$5,723 per active participant
2022$5,655 per active participant

Ethosenergy Gts Holdings (US) LLC's 2024 employer contribution ran above the $4,294 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 · 20245
MORGAN STANLEY · Investment advisory (participants) · Investment advisory (plan)$93,489
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$47,746
WHITTLESEY PC · Accounting / audit$27,250
CROWE LLP · Accounting / audit$18,038
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$95,012 · 0.03%
2023Not separately reported
2022$61,496 · 0.02%
All plans at this employer2
ETHOSENERGY 401(K) PLAN401(k)
ETHOSENERGY (WEST), INC. PLAN401(k)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 760466008 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.