Plan Ledger DOL Form 5500 · updated monthly

Mont Belvieu Rhc, LLC401(k)

MONT BELVIEU 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
5.38%

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

Mont Belvieu Rhc, LLC reported $15,386 in plan administrative expenses for 2024: 5.38% of average plan assets, higher than ~90% of peers. Employer contributions averaged $524 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 1 year on file its reported administrative ratio rose from 4.74% to 5.38%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (5,529th of 5,688), and 11,543rd of 11,911 in health care & social assistance. In 2024, employees put in $1.10 for every $1.00 the employer contributed; active participation has grown from 119 to 151 since 2023.

Plan summary
Net assets, end of year$333,876
Participants with balances225
Active participants151
Employer contributions$79,190
Employee contributions$87,483
Employer contribution per active participant$524
Average account balance$1,484
Benefits paid to participants$90,054
Plan auditUnmodified (clean) audit opinion
AuditorWITHUMSMITH+BROWN.PC
Plan history3
Yearassets · accounts · employer contribution
2025$0 · $23K emplr
2024$334K · 225 accts · $79K emplr
2023$238K · 176 accts · $77K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,196
Investment management$190
Total administrative$15,386
The Mont Belvieu Rhc, LLC 401(k) match · 2024
Employer contribution per active participant$524
Median for plans this size$540
2024$524 per active participant
2023$648 per active participant

Mont Belvieu Rhc, LLC's 2024 employer contribution ran below the $540 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 · 20241
ASCENSUS LLC · Loan processing · Recordkeeping$15,196

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

Recordkeeper by year3
2025Ascensus
2024Ascensus
2023Ascensus

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

Administrative cost history3
2025Not separately reported
2024$15,386 · 5.38%
2023$8,606 · 4.74%
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Montera Health Texas LLC TX$366K · 0.36%
Ultra Care Logistics LLC TX$344K · 7.90%
Tpn Management LLC TX$279K · 1.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 821512790 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.