Plan Ledger DOL Form 5500 · updated monthly

Powersecure, Inc.401(k)

POWERSECURE, INC. 401(K) RETIRMENT PLAN · DURHAM, NC · plan year 2025

Reported admin expense ratio · 2025
0.15%

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

Powersecure, Inc. reported $112,412 in plan administrative expenses for 2025: 0.15% of average plan assets, above the peer median. Employer contributions averaged $2,668 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 fell from 0.29% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other manufacturing employers. By assets it is the 240th-largest of 2,005 plans among North Carolina employers on file, and the 2,183rd of 13,661 in manufacturing. In 2025, employees put in $2.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$83,035,111
Participants with balances1,282
Active participants902
Employer contributions$2,406,138
Employee contributions$6,339,302
Employer contribution per active participant$2,668
Average account balance$64,770
Benefits paid to participants$7,270,337
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$83.0M · 1,282 accts · $2.4M emplr
2024$69.6M · $2.1M emplr
2023$61.4M · 1,207 accts · $2.2M emplr
2022$54.0M · 1,337 accts · $1.7M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$86,162
Investment management$26,250
Total administrative$112,412
The Powersecure, Inc. 401(k) match · 2025
Employer contribution per active participant$2,668
Median for plans this size$4,093
2025$2,668 per active participant
2024$2,515 per active participant
2023$2,871 per active participant
2022$1,983 per active participant

Powersecure, Inc.'s 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$86,269
ONE DIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$26,250

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

Recordkeeper by year3
2025Bank of America / Merrill
2024Ascensus
2023Ascensus

This plan has changed recordkeepers within these filings. If you left Powersecure, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$112,412 · 0.15%
2024$179,110 · 0.27%
2023$139,980 · 0.24%
2022$168,952 · 0.29%
Similar plansManufacturing · North Carolina
McCreary Modern, Inc. NC$89.5M · 0.10%
Genpak LLC NC$86.8M · 0.26%
Technimark LLC NC$80.1M · 0.33%
Parkdale Mills, Inc. NC$77.8M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841557738 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.