Plan Ledger DOL Form 5500 · updated monthly

Samson Controls, Inc.401(k)

SAMSON CONTROLS, INC. 401(K) RETIREMENT SAVINGS PLAN · BAYTOWN, TX · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Samson Controls, Inc. reported $29,306 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $2,151 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 has held roughly steady near 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Texas (2,867th of 5,688), and 8,184th of 13,661 in manufacturing. In 2024, employees put in $2.69 for every $1.00 the employer contributed; active participation has grown from 111 to 149 since 2022.

Plan summary
Net assets, end of year$11,516,275
Participants with balances169
Active participants149
Employer contributions$320,537
Employee contributions$861,275
Employer contribution per active participant$2,151
Average account balance$68,144
Benefits paid to participants$2,386,408
Plan auditUnmodified (clean) audit opinion
AuditorFITTS ROBERTS KOLKHORST & CO
Plan history3
Yearassets · accounts · employer contribution
2024$11.5M · 169 accts · $321K emplr
2023$11.2M · 142 accts · $272K emplr
2022$8.7M · 124 accts · $143K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,306
Total administrative$29,306
The Samson Controls, Inc. 401(k) match · 2024
Employer contribution per active participant$2,151
Median for plans this size$2,416
2024$2,151 per active participant
2023$2,347 per active participant
2022$1,292 per active participant

Samson Controls, Inc.'s 2024 employer contribution ran below the $2,416 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$29,306
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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$29,306 · 0.26%
2023$22,357 · 0.22%
2022$27,166 · 0.27%
Same employer
Similar plansManufacturing · Texas
Estech Systems, Inc TX$11.6M · 0.09%
McKinley Packaging, Inc. TX$11.6M · 0.58%
Delta Centrifugal, LLC TX$11.6M · 0.45%
The Randolph Company TX$11.3M · 0.00%
Active Power, Inc. TX$11.3M · 0.53%
Foxconn Ev System LLC TX$11.3M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760368258 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.