Plan Ledger DOL Form 5500 · updated monthly

Pv Fluid Products, Inc.401(k)

PV FLUID PRODUCTS, INC. 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Pv Fluid Products, Inc. reported $13,309 in plan administrative expenses for 2024: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,985 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 0.46% to 0.18%. 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 (3,293rd of 5,688), and 449th of 612 in mining, oil & gas extraction. In 2024, employees put in $2.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,566,585
Participants with balances155
Active participants154
Employer contributions$305,629
Employee contributions$880,231
Employer contribution per active participant$1,985
Average account balance$55,268
Benefits paid to participants$197,425
Plan auditUnmodified (clean) audit opinion
AuditorDESROCHES PARTNERS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 155 accts · $306K emplr
2023$6.4M · 162 accts · $412K emplr
2022$4.6M · 152 accts · $362K emplr
Administrative expenses, itemized · 2024
Trustee / custodial$13,309
Total administrative$13,309
The Pv Fluid Products, Inc. 401(k) match · 2024
Employer contribution per active participant$1,985
Median for plans this size$1,313
2024$1,985 per active participant
2023$2,468 per active participant
2022$2,262 per active participant

Pv Fluid Products, Inc.'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 · 20241
BOKF, NA · Custodial (securities) · Trustee$13,309

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$13,309 · 0.18%
2023$21,824 · 0.39%
2022$22,234 · 0.46%
Same employer
Similar plansMining, Oil & Gas Extraction · Texas
Morrow Renewables, LLC TX$8.8M · 0.31%
Eastham Enterprises TX$8.6M · 0.47%
Estis Compression, LLC TX$7.9M · 1.33%
Bj Energy Solutions, LLC TX$7.5M · 1.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760505796 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.