Plan Ledger DOL Form 5500 · updated monthly

Momentum Exterior Systems, LLC401(k)

MOMENTUM GLASS 401(K) PLAN · SPRING, TX · plan year 2022

Reported admin expense ratio · 2022
0.56%

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

Momentum Exterior Systems, LLC reported $3,742 in plan administrative expenses for 2022: 0.56% of average plan assets, below the peer median. Employer contributions averaged $562 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (5,345th of 5,688), and 5,157th of 5,337 in construction. In 2022, employees put in $1.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$764,940
Participants with balances40
Active participants199
Employer contributions$111,904
Employee contributions$164,290
Employer contribution per active participant$562
Average account balance$19,124
Benefits paid to participants$4,046
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,742
Total administrative$3,742
The Momentum Exterior Systems, LLC 401(k) match · 2022
Employer contribution per active participant$562
Median for plans this size$331

Momentum Exterior Systems, LLC's 2022 employer contribution ran above the $331 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$3,742 · 0.56%
Same employer
Similar plansConstruction · Texas
Sage Enviro Tech, LTD TX$1.0M · 0.42%
City Masonry II, LLC TX$878K · 0.03%
Pure Energy Inc. TX$704K · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823928515 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.