Plan Ledger DOL Form 5500 · updated monthly

Symmetry Energy Solutions, LLC401(k)

SYMMETRY ENERGY SOLUTIONS, LLC 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Symmetry Energy Solutions, LLC reported $115,535 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $16,609 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 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,184th-largest of 5,688 plans among Texas employers on file, and the 1,876th of 4,798 in finance & insurance. In 2024, the employer put in $1.22 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$42,793,287
Participants with balances306
Active participants236
Employer contributions$3,919,705
Employee contributions$3,222,399
Employer contribution per active participant$16,609
Average account balance$139,847
Benefits paid to participants$2,961,520
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$42.8M · 306 accts · $3.9M emplr
2023$33.7M · 317 accts · $3.9M emplr
2022$23.9M · 306 accts · $3.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,235
Investment management$107,300
Total administrative$115,535
The Symmetry Energy Solutions, LLC 401(k) match · 2024
Employer contribution per active participant$16,609
Median for plans this size$2,416
2024$16,609 per active participant
2023$15,945 per active participant
2022$15,513 per active participant

Symmetry Energy Solutions, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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
USI ADVISORS · Investment advisory (plan)$107,300
USI CONSULTING GROUP$8,235

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$115,535 · 0.30%
2023$88,093 · 0.31%
2022$66,057 · 0.29%
Same employer
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Crestline Investors, Inc TX$44.2M · 0.04%
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Texas Partners Bank TX$43.1M · 0.20%
Envoy Mortgage, LTD TX$41.2M · 0.22%
Third Coast Bank, Ssb TX$40.7M · 0.28%
Republic First Bank TX$40.6M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721309319 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.