Plan Ledger DOL Form 5500 · updated monthly

Native Energy & Technology, Inc.401(k)

NATIVE ENERGY & TECHNOLOGY, INC. 401(K) PROFIT SHARING PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

Native Energy & Technology, Inc. reported $24,149 in plan administrative expenses for 2024: 0.74% of average plan assets, above the peer median. Employer contributions averaged $3,440 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 2.08% to 0.74%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (4,425th of 5,688), and 10,340th of 11,654 in professional & technical services. In 2024, the employer put in $2.01 for every $1.00 employees contributed themselves; active participation has shrunk from 168 to 135 since 2022.

Plan summary
Net assets, end of year$3,538,067
Participants with balances159
Active participants135
Employer contributions$464,400
Employee contributions$230,830
Employer contribution per active participant$3,440
Average account balance$22,252
Benefits paid to participants$501,095
Plan auditUnmodified (clean) audit opinion
AuditorPSK, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$3.5M · 159 accts · $464K emplr
2023$3.0M · 161 accts · $459K emplr
2022$2.4M · 160 accts · $414K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,011
Investment management$11,138
Total administrative$24,149
The Native Energy & Technology, Inc. 401(k) match · 2024
Employer contribution per active participant$3,440
Median for plans this size$1,313
2024$3,440 per active participant
2023$3,210 per active participant
2022$2,467 per active participant

Native Energy & Technology, Inc.'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 · 20243
HILL COUNTRY GROUP$15,063
PCS RETIREMENT · Custodial (securities)$8,436
STADION MONEY MANAGEMENT, LLC · Contract administrator$4,284

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$24,149 · 0.74%
2023$49,724 · 1.84%
2022$52,523 · 2.08%
Same employer
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Studio 3 Marketing TX$3.5M · 0.53%
Gas Global Services, LLC TX$3.4M · 0.02%
Managed Staffing, Inc. TX$3.4M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742890367 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.