Plan Ledger DOL Form 5500 · updated monthly

Pepi Corporation401(k)

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

Reported admin expense ratio · 2024
1.39%

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

Pepi Corporation reported $47,203 in plan administrative expenses for 2024: 1.39% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,331 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 3 years on file its reported administrative ratio has held roughly steady near 1.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Texas (4,365th of 5,688), and the 1,057th of 2,240 in accommodation & food services. In 2024, employees put in $1.44 for every $1.00 the employer contributed; active participation has grown from 154 to 214 since 2022.

Plan summary
Net assets, end of year$3,786,192
Participants with balances148
Active participants214
Employer contributions$284,815
Employee contributions$409,961
Employer contribution per active participant$1,331
Average account balance$25,582
Benefits paid to participants$323,333
Plan auditUnmodified (clean) audit opinion
AuditorWEINSTEIN, SPIRA & COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$3.8M · 148 accts · $285K emplr
2023$3.0M · 129 accts · $259K emplr
2022$2.4M · 157 accts · $211K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,203
Total administrative$47,203
The Pepi Corporation 401(k) match · 2024
Employer contribution per active participant$1,331
Median for plans this size$1,313
2024$1,331 per active participant
2023$1,363 per active participant
2022$1,370 per active participant

Pepi Corporation's 2024 employer contribution ran above 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 · 20246
WEINSTEIN SPIRA & COMPANY, P.C. · Accounting / audit$17,000
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$8,313
LEGACY ASSET MANAGEMENT INC · Investment advisory (plan)$5,124
LOREN D. STARK COMPANY · Contract administrator$4,105
EMPOWER ADVISORY GROUP, LLC · Investment management$531

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$47,203 · 1.39%
2023$43,224 · 1.62%
2022$32,631 · 1.36%
Similar plansAccommodation & Food Services · Texas
Dennard Enterprises, Inc. TX$4.0M · 0.72%
6H Management LLC TX$3.8M · 1.04%
Rgv Properties, Inc. TX$3.7M · 0.53%
Highgate Hotels LLC TX$3.0M · 1.33%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 742070055 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.