Plan Ledger DOL Form 5500 · updated monthly

Stream-Flo USA, Inc.401(k)

STREAM-FLO 401(K)PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Stream-Flo USA, Inc. reported $6,119 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,959 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 0.07%. 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 (3,144th of 5,688), and 428th of 612 in mining, oil & gas extraction. In 2024, employees put in $1.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,450,895
Participants with balances139
Active participants239
Employer contributions$468,268
Employee contributions$867,377
Employer contribution per active participant$1,959
Average account balance$67,992
Benefits paid to participants$2,006,568
Plan auditUnmodified (clean) audit opinion
AuditorRILEY AND COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 139 accts · $468K emplr
2023$9.0M · 139 accts · $452K emplr
2022$7.9M · 136 accts · $434K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,119
Total administrative$6,119
The Stream-Flo USA, Inc. 401(k) match · 2024
Employer contribution per active participant$1,959
Median for plans this size$1,313
2024$1,959 per active participant
2023$1,955 per active participant
2022$1,973 per active participant

Stream-Flo USA, 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$6,119
LPL FINANCIAL LLC - RPCP · Investment advisory (plan)indirect comp
ALLIANCE BENEFIT GROUP OF HOUSTON · Contract administrator · Other servicesindirect 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$6,119 · 0.07%
2023$5,377 · 0.06%
2022$5,640 · 0.06%
Same employer
Similar plansMining, Oil & Gas Extraction · Texas
The Wireline Group, Inc. TX$10.7M · 0.78%
Presidio Employee Co LLC TX$9.7M · 0.49%
Baywater Drilling, LLC TX$9.4M · 0.40%
Tally Personnel, LLC TX$9.3M · 0.41%
Nacg Texas, Inc. TX$9.1M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980412571 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.