Plan Ledger DOL Form 5500 · updated monthly

Poly-America, L.P.401(k)

POLY-AMERICA, L.P. RETIREMENT PLAN · GRAND PRAIRIE, TX · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Poly-America, L.P. reported $81,007 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,247 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 0.03% to 0.04%. 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 354th-largest of 5,688 plans among Texas employers on file, and the 1,045th of 13,661 in manufacturing. In 2024, employees put in $1.04 for every $1.00 the employer contributed; active participation has grown from 3,920 to 4,715 since 2022.

Plan summary
Net assets, end of year$233,118,300
Participants with balances5,424
Active participants4,715
Employer contributions$15,311,151
Employee contributions$15,970,988
Employer contribution per active participant$3,247
Average account balance$42,979
Benefits paid to participants$16,113,851
Plan auditUnmodified (clean) audit opinion
AuditorPSK, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$233.1M · 5,424 accts · $15.3M emplr
2023$197.6M · 4,934 accts · $14.3M emplr
2022$159.1M · 4,493 accts · $12.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,237
Trustee / custodial$57,770
Total administrative$81,007
The Poly-America, L.P. 401(k) match · 2024
Employer contribution per active participant$3,247
Median for plans this size$3,635
2024$3,247 per active participant
2023$3,345 per active participant
2022$3,296 per active participant

Poly-America, L.P.'s 2024 employer contribution ran below 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 · 20242
MILLIMAN, INC. · Recordkeeping · Loan processing$23,237
MATRIX TRUST COMPANY · Custodial (securities) · Trustee (directed)$57,770

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

Recordkeeper by year2
2024Milliman
2023Milliman

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

Administrative cost history3
2024$81,007 · 0.04%
2023$56,313 · 0.03%
2022$48,746 · 0.03%
Same employer
Similar plansManufacturing · Texas
Powell Industries, Inc. TX$252.3M · 0.03%
Range Resources Corporation TX$246.5M · 0.06%
Page Southerland Page, Inc TX$241.7M · 0.12%
Darling Ingredients Inc. TX$236.8M · 0.13%
Hydril Company TX$228.8M · 0.31%
Alamo Group Inc. TX$228.5M · 0.15%
Cvr Services, LLC TX$226.1M · 0.04%
Martin Sprocket & Gear, Inc. TX$226.0M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362809122 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.