Plan Ledger DOL Form 5500 · updated monthly

Neuman & Esser USA, Inc.401(k)

NEA 401(K) SAVINGS PLAN · KATY, TX · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Neuman & Esser USA, Inc. reported $5,211 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,932 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 rose from 0.020% to 0.024%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,804th-largest of 5,688 plans among Texas employers on file, and the 4,961st of 11,654 in professional & technical services. In 2024, employees put in $1.07 for every $1.00 the employer contributed; active participation has grown from 126 to 147 since 2022.

Plan summary
Net assets, end of year$23,581,570
Participants with balances173
Active participants147
Employer contributions$1,019,020
Employee contributions$1,093,930
Employer contribution per active participant$6,932
Average account balance$136,310
Benefits paid to participants$1,060,253
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.6M · 173 accts · $1.0M emplr
2023$19.7M · 165 accts · $870K emplr
2022$16.7M · 154 accts · $824K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,211
Total administrative$5,211
The Neuman & Esser USA, Inc. 401(k) match · 2024
Employer contribution per active participant$6,932
Median for plans this size$2,416
2024$6,932 per active participant
2023$6,545 per active participant
2022$6,539 per active participant

Neuman & Esser USA, Inc.'s 2024 employer contribution ran above the $2,416 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

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$5,211 · 0.02%
2023$5,125 · 0.03%
2022$3,595 · 0.02%
Similar plansProfessional & Technical Services · Texas
Taskus, Inc. TX$24.6M · 0.32%
Lexipol, LLC TX$24.2M · 0.13%
Good Fulton & Farrell, Inc. TX$24.0M · 0.44%
Cenergistic, LLC TX$23.4M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760380267 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.