Plan Ledger DOL Form 5500 · updated monthly

Removery, LLC401(k)

REMOVERY, LLC 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.79%

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

Removery, LLC reported $29,598 in plan administrative expenses for 2024: 0.79% of average plan assets, above the peer median. Employer contributions averaged $1,958 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 0.04% to 0.79%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Texas (4,104th of 5,688), and 2,319th of 3,341 in other services. In 2024, employees put in $2.58 for every $1.00 the employer contributed; active participation has grown from 294 to 346 since 2022.

Plan summary
Net assets, end of year$4,844,950
Participants with balances376
Active participants346
Employer contributions$677,623
Employee contributions$1,744,913
Employer contribution per active participant$1,958
Average account balance$12,886
Benefits paid to participants$784,369
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.8M · 376 accts · $678K emplr
2023$2.7M · 376 accts · $673K emplr
2022$246K · 268 accts · $77K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,973
Investment management$18,625
Total administrative$29,598
The Removery, LLC 401(k) match · 2024
Employer contribution per active participant$1,958
Median for plans this size$1,313
2024$1,958 per active participant
2023$1,907 per active participant
2022$262 per active participant

Removery, LLC'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 · 20243
ADP, INC. · Recordkeeping$10,973
WELLTH ADVISORY SERVICES, LLC · Recordkeeping · Trustee$10,650
GLOBAL RETIREMENT PARTNERS · Recordkeeping · Trustee$7,975

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

Recordkeeper by year2
2024ADP, GLOBAL RETIREMENT PARTNERS, WELLTH ADVISORY SERVICES, LLC
2023ADP

This plan has changed recordkeepers within these filings. If you left Removery, LLC 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 history3
2024$29,598 · 0.79%
2023$10,662 · 0.73%
2022$110 · 0.04%
Same employer
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The Caldwell Foundation TX$4.1M · 0.06%
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Source: U.S. Department of Labor, Form 5500 series, EIN 833753779 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.