Plan Ledger DOL Form 5500 · updated monthly

Orangebox Enterprises Leasing, Inc.401(k)

ORANGEBOX ENTERPRISES LEASING 401(K) PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.92%

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

Orangebox Enterprises Leasing, Inc. reported $23,229 in plan administrative expenses for 2024: 0.92% of average plan assets, higher than ~75% of peers. Employer contributions averaged $747 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 0.52% to 0.92%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Texas (4,698th of 5,688), and 1,769th of 2,096 in real estate & leasing. In 2024, employees put in $2.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,635,514
Participants with balances335
Active participants220
Employer contributions$164,333
Employee contributions$329,471
Employer contribution per active participant$747
Average account balance$7,867
Benefits paid to participants$484,740
Plan auditUnmodified (clean) audit opinion
AuditorKIMBERLIN COMPANY, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$2.6M · 335 accts · $164K emplr
2023$2.4M · 365 accts · $24K emplr
2022$2.1M · 325 accts · $139K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,850
Investment management$1,929
Total administrative$23,229
The Orangebox Enterprises Leasing, Inc. 401(k) match · 2024
Employer contribution per active participant$747
Median for plans this size$1,313
2024$747 per active participant
2023$116 per active participant
2022$632 per active participant

Orangebox Enterprises Leasing, Inc.'s 2024 employer contribution ran below the $1,313 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
WORLD INVESTMENT ADVISORS, LLCindirect comp

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$23,229 · 0.92%
2023$13,369 · 0.60%
2022$10,924 · 0.52%
Same employer
Similar plansReal Estate & Leasing · Texas
S2C Management, LLC TX$3.0M · 0.89%
Focus Staff Services LP TX$2.8M · 2.17%
Hilltop Residential LLC TX$2.7M · 2.63%
Tradition Management, LLC TX$2.6M · 0.48%
Dayrise Residential, LLC TX$2.5M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472536042 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.