Plan Ledger DOL Form 5500 · updated monthly

Milestone Environmental Services, LLC401(k)

MILESTONE ENVIRONMENTAL SERVICES LLC RETIREMENT SAVINGS PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.90%

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

Milestone Environmental Services, LLC reported $55,538 in plan administrative expenses for 2024: 0.90% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,202 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 1.07% to 0.90%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other utilities employers. By assets it is among the smaller plans on file in Texas (3,603rd of 5,688), and 350th of 412 in utilities. In 2024, employees put in $1.39 for every $1.00 the employer contributed; active participation has grown from 201 to 260 since 2022.

Plan summary
Net assets, end of year$7,046,450
Participants with balances519
Active participants260
Employer contributions$832,490
Employee contributions$1,158,126
Employer contribution per active participant$3,202
Average account balance$13,577
Benefits paid to participants$1,065,311
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 519 accts · $832K emplr
2023$5.2M · 446 accts · $669K emplr
2022$3.3M · 386 accts · $491K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$51,383
Investment management$4,155
Total administrative$55,538
The Milestone Environmental Services, LLC 401(k) match · 2024
Employer contribution per active participant$3,202
Median for plans this size$1,313
2024$3,202 per active participant
2023$3,232 per active participant
2022$2,444 per active participant

Milestone Environmental Services, LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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 · 20241
SLAVIC INTEGRATED ADMINISTRATION · Recordkeeping · Loan processing$51,383

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

Recordkeeper by year2
2024Slavic401k
2023Slavic401k

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

Administrative cost history3
2024$55,538 · 0.90%
2023$47,719 · 1.11%
2022$32,360 · 1.07%
Similar plansUtilities · Texas
Reliance Energy Inc TX$9.7M · 0.43%
Plus Power Services LLC TX$7.8M · 0.09%
Catalyze, LLC TX$6.4M · 0.43%
Biourja Renewables, LLC TX$5.2M · 1.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 320448928 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.