What are the fees in the Iea, Inc. ESOP plan?

For plan year 2024, Iea, Inc. reported $27,928 in plan administrative expenses, or 1.63% of average plan assets — higher than ~90% of peers. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Iea, Inc. 401(k)?

The average participant account balance was $12,074 for plan year 2024, based on 150 accounts.

Iea, Inc.ESOP

Name: Iea, Inc. 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

IEA, INC. EMPLOYEE STOCK OWNERSHIP PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024

1.63%

Iea, Inc. reported $27,928 in plan administrative expenses for 2024: 1.63% of average plan assets, higher than ~90% of peers. 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 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (4,988th of 5,688), and 10,952nd of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$1,811,069
Participants with balances150
Active participants123
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$12,074
Benefits paid to participants$57,960
Plan auditUnmodified (clean) audit opinion
AuditorPRICEKUBECKA, PLLC

Administrative expenses, itemized · 2024

Recordkeeping & contract admin$11,656

Investment management$10,272

Total administrative$27,928

What these fees cost you

Your balance

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 · 20243

PRINCIPAL · Recordkeeping$11,655

TOP FLIGHT WEALTH · Investment management$10,272

KATZEN MARSHALL · Valuation$6,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1

2024$27,928 · 1.63%

Similar plansProfessional & Technical Services · Texas
Phillip Galyen PC dba Bailey and Galyen TX$1.9M · 0.34%
Bergaila & Associates, Inc. TX$1.8M · 0.05%
Ron Stringer & Associates, PC TX$1.8M · 0.07%
Cognitive Professional Services, Inc. TX$1.8M · 0.92%
Torcsill Foundations, LLC TX$1.8M · 0.60%
Networkers, Inc. TX$1.8M · 1.07%
Ccl Contracts Consultancy Inc. TX$1.7M · 1.16%
Lodging Host Hotel Corp TX$1.7M · 1.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273298430 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.