Plan Ledger DOL Form 5500 · updated monthly

Presidio Employee Co LLC401(k)

PRESIDIO EMPLOYEE CO LLC 401(K) PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.49%

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

Presidio Employee Co LLC reported $42,882 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. Employer contributions averaged $5,597 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 fell from 0.57% to 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is among the smaller plans on file in Texas (3,101st of 5,688), and 423rd of 612 in mining, oil & gas extraction. In 2024, employees put in $1.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,742,725
Participants with balances117
Active participants121
Employer contributions$677,179
Employee contributions$980,448
Employer contribution per active participant$5,597
Average account balance$83,271
Benefits paid to participants$701,776
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 117 accts · $677K emplr
2023$7.7M · 126 accts · $653K emplr
2022$5.5M · $698K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,882
Total administrative$42,882
The Presidio Employee Co LLC 401(k) match · 2024
Employer contribution per active participant$5,597
Median for plans this size$1,313
2024$5,597 per active participant
2023$4,184 per active participant
2022$5,865 per active participant

Presidio Employee Co LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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 · 20243
TRANSAMERICA FIN. LIFE INS. CO. · Recordkeeping · Loan processing$37,667
PINNACLE FINANCIAL SERVICES INC · Recordkeeping · Loan processing$3,450
MESIROW FINANCIAL, INC. · Investment advisory (plan)$1,765

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

Recordkeeper by year2
2024PINNACLE FINANCIAL SERVICES INC, Transamerica
2023PINNACLE FINANCIAL SERVICES INC, Transamerica

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

Administrative cost history3
2024$42,882 · 0.49%
2023$33,546 · 0.51%
2022$31,263 · 0.57%
Same employer
Similar plansMining, Oil & Gas Extraction · Texas
The Wireline Group, Inc. TX$10.7M · 0.78%
Stream-Flo USA, Inc. TX$9.5M · 0.07%
Baywater Drilling, LLC TX$9.4M · 0.40%
Tally Personnel, LLC TX$9.3M · 0.41%
Nacg Texas, Inc. TX$9.1M · 0.29%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 825116779 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.