Plan Ledger DOL Form 5500 · updated monthly

Pembina US Corporation401(k)

PEMBINA U.S. CORPORATION WEALTH ACCUMULATION PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Pembina US Corporation reported $53,692 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $6,183 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 4 years on file its reported administrative ratio rose from 0.01% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 855th-largest of 5,688 plans among Texas employers on file, and the 2,510th of 13,661 in manufacturing. In 2024, employees put in $2.37 for every $1.00 the employer contributed; active participation has grown from 203 to 268 since 2020.

Plan summary
Net assets, end of year$68,279,747
Participants with balances322
Active participants268
Employer contributions$1,656,930
Employee contributions$3,925,103
Employer contribution per active participant$6,183
Average account balance$212,049
Benefits paid to participants$4,083,386
Plan auditUnmodified (clean) audit opinion
AuditorMATHIESON, MOYSKI, AUSTIN & CO LLP
Plan history5
Yearassets · accounts · employer contribution
2024$68.3M · 322 accts · $1.7M emplr
2023$54.3M · 268 accts · $1.3M emplr
2022$44.5M · 257 accts · $1.1M emplr
2021$53.8M · 255 accts · $1.3M emplr
2020$45.0M · 252 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,692
Total administrative$53,692
The Pembina US Corporation 401(k) match · 2024
Employer contribution per active participant$6,183
Median for plans this size$3,635
2024$6,183 per active participant
2023$6,103 per active participant
2022$5,227 per active participant
2021$6,638 per active participant
2020$5,152 per active participant

Pembina US Corporation's 2024 employer contribution ran above the $3,635 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$53,692

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

Administrative cost history5
2024$53,692 · 0.09%
2023$44,670 · 0.09%
2022$47,773 · 0.10%
2021$36,570 · 0.07%
2020$3,950 · 0.01%
All plans at this employer3
PEMBINA U.S. CORPORATION WEALTH ACCUMULATION PLAN401(k)
PEMBINA U.S. CORPORATION AND AFFILIATES MONEY PURCHASE PENSION PLANMoney purchase plan
PEMBINA U.S. CORPORATION WEALTH ACCUMULATION PLAN401(k)
Same employer
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Thermon, Inc. TX$70.9M · 0.20%
Bayport Polymers LLC TX$69.8M · 0.16%
Tt Group Industries, Inc. TX$69.2M · 0.19%
Valtir, LLC TX$68.2M · 0.18%
Ticom Geomatics, Inc. TX$67.2M · 0.09%
Tokai Carbon Cb LTD. TX$66.3M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203055482 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.