Plan Ledger DOL Form 5500 · updated monthly

Evelyn Baird Gentry Corporation401(k)

CAPP ELECTRIC COMPANY, INC. 401(K) PLAN · HOUSTON, TX · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

Evelyn Baird Gentry Corporation reported $902 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $962 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 utilities employers. By assets it is among the smaller plans on file in Texas (4,265th of 5,688), and 378th of 412 in utilities. In 2022, employees put in $2.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,134,481
Participants with balances61
Active participants84
Employer contributions$80,790
Employee contributions$188,222
Employer contribution per active participant$962
Average account balance$67,778
Benefits paid to participants$295,671
Plan auditDisclaimer of opinion
AuditorRON KIRBY, CPA
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$902
Total administrative$902
The Evelyn Baird Gentry Corporation 401(k) match · 2022
Employer contribution per active participant$962
Median for plans this size$1,114

Evelyn Baird Gentry Corporation'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$902 · 0.02%
Similar plansUtilities · Texas
Biourja Renewables, LLC TX$5.2M · 1.06%
Waterfleet, LLC TX$4.7M · 1.39%
Xri Services Co., LLC TX$4.5M · 0.33%
Axis Power LLC TX$3.3M · 1.23%
Clearwater Utilities TX$2.3M · 0.01%
Spruce Power TX$1.9M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760231792 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.