Plan Ledger DOL Form 5500 · updated monthly

Industrial Specialty Services USA LLC401(k)

INDUSTRIAL SPECIALTY SERVICES USA 401(K) RETIREMENT PLAN · DEER PARK, TX · plan year 2024

Reported admin expense ratio · 2024
0.78%

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

Industrial Specialty Services USA LLC reported $54,736 in plan administrative expenses for 2024: 0.78% of average plan assets, above the peer median. Employer contributions averaged $1,623 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 0.98% to 0.78%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Texas (3,372nd of 5,688), and 1,855th of 3,341 in other services. In 2024, employees put in $2.89 for every $1.00 the employer contributed; active participation has grown from 303 to 341 since 2022.

Plan summary
Net assets, end of year$8,111,036
Participants with balances235
Active participants341
Employer contributions$553,479
Employee contributions$1,601,329
Employer contribution per active participant$1,623
Average account balance$34,515
Benefits paid to participants$1,325,204
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.1M · 235 accts · $553K emplr
2023$6.0M · 226 accts · $388K emplr
2022$4.0M · 272 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,601
Investment management$25,135
Total administrative$54,736
The Industrial Specialty Services USA LLC 401(k) match · 2024
Employer contribution per active participant$1,623
Median for plans this size$1,313
2024$1,623 per active participant
2023$1,339 per active participant

Industrial Specialty Services USA LLC's 2024 employer contribution ran above the $1,313 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$29,601
CREATIVE PLANNING LLC · Investment advisory (plan)$20,939

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$54,736 · 0.78%
2023$47,349 · 0.95%
2022$35,809 · 0.98%
Same employer
Similar plansOther Services · Texas
Service Industrial, Inc. TX$8.3M · 0.05%
United Fp Management, LLC TX$8.3M · 1.03%
Hope Media Group TX$7.7M · 1.06%
The Intellekt Group TX$7.4M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844295912 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.