Plan Ledger DOL Form 5500 · updated monthly

Tac Enertech Resources Holdings, LLC401(k)

ONTIVITY 401(K) PLAN · NEW BRAUNFELS, TX · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Tac Enertech Resources Holdings, LLC reported $89,093 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,353 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 1 year on file its reported administrative ratio fell from 0.61% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 1,982nd-largest of 5,688 plans among Texas employers on file, and the 1,982nd of 5,337 in construction. In 2024, employees put in $2.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,634,371
Participants with balances475
Active participants687
Employer contributions$929,586
Employee contributions$2,473,891
Employer contribution per active participant$1,353
Average account balance$43,441
Benefits paid to participants$2,483,818
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history2
Yearassets · accounts · employer contribution
2024$20.6M · 475 accts · $930K emplr
2023$17.4M · 502 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,361
Investment management$26,732
Total administrative$89,093
The Tac Enertech Resources Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$1,353
Median for plans this size$2,416
2024$1,353 per active participant
2023$1,471 per active participant

Tac Enertech Resources Holdings, LLC'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
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$62,361
KESTRA ADVISORY SERVICES. · Investment advisory (plan)$26,732

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$89,093 · 0.47%
2023$65,882 · 0.61%
Same employer
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Brazos Paving, Inc. TX$21.5M · 0.00%
The Bosworth Company TX$21.3M · 0.82%
Cody Pools, Inc. TX$20.8M · 0.87%
Hellas Construction , Inc. TX$20.4M · 0.56%
Potter Holdings Inc TX$20.4M · 0.71%
Cec Electrical, Inc. TX$19.7M · 0.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 811556522 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.