Plan Ledger DOL Form 5500 · updated monthly

Steve Silver CompanyESOP

STEVE SILVER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN · FORNEY, TX · plan year 2022

Reported admin expense ratio · 2022
0.48%

Steve Silver Company reported $72,363 in plan administrative expenses for 2022: 0.48% of average plan assets, higher than ~75% of peers. 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 0.48% to 0.00%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,633rd-largest of 5,688 plans among Texas employers on file, and 2,541st of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$13,259,541
Participants with balances226
Active participants99
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$58,671
Benefits paid to participants$1,425,408
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.1M · 204 accts
2023$6.4M · 223 accts
2022$13.3M · 226 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$14,949
Investment management$30
Professional / advisory$57,384
Total administrative$72,363
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$30 · 0.00%
2023$24,703 · 0.25%
2022$72,363 · 0.48%
All plans at this employer2
STEVE SILVER COMPANY 401(K) PROFIT SHARING PLAN TRUST401(k)
STEVE SILVER COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Ecmm Services, Inc. TX$12.7M · 0.17%
Ala, LLC TX$12.6M · 0.40%
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Parrish-Hare Supply, LLC TX$12.2M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752172220 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.