Plan Ledger DOL Form 5500 · updated monthly

Joy Holdings, LTD.401(k)

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

Reported admin expense ratio · 2024
0.43%

Joy Holdings, LTD. reported $9,265 in plan administrative expenses for 2024: 0.43% of average plan assets, below the peer median. 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 0.56% to 0.43%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Texas (4,788th of 5,688), and 712th of 786 in management of companies. active participation has shrunk from 89 to 79 since 2022.

Plan summary
Net assets, end of year$2,357,972
Participants with balances53
Active participants79
Employer contributions—
Employee contributions$368,803
Employer contribution per active participant—
Average account balance$44,490
Benefits paid to participants$163,045
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.4M · 53 accts
2023$1.9M · 52 accts
2022$1.6M · 54 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,265
Total administrative$9,265
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 · 20241
ASCENSUS LLC · Loan processing · Recordkeeping$9,265

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$9,265 · 0.43%
2023$10,532 · 0.60%
2022$9,445 · 0.56%
Same employer
Similar plansManagement of Companies · Texas
Zips Car Wash, LLC TX$3.2M · 0.87%
The Plank Companies, Inc. TX$2.8M · 0.74%
Ebq, LLC TX$2.8M · 0.54%
Dynacq Healthcare, Inc. TX$2.4M · 0.14%
Dpr Investments, LTD. TX$1.9M · 1.79%
Ebq TX$1.8M · 0.63%
Vilico Management LLC TX$1.7M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 453838591 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.