Plan Ledger DOL Form 5500 · updated monthly

Tacenergy, LLCProfit-sharing plan

TAC RETIREMENT PLAN · TEXARKANA, TX · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Tacenergy, LLC reported $167,882 in plan administrative expenses for 2024: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,496 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 2 years on file its reported administrative ratio rose from 0.10% to 0.29%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 932nd-largest of 5,688 plans among Texas employers on file, and the 683rd of 4,246 in wholesale trade. In 2024, the employer put in $1.34 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$60,242,034
Participants with balances443
Active participants353
Employer contributions$1,939,978
Employee contributions$1,442,533
Employer contribution per active participant$5,496
Average account balance$135,987
Benefits paid to participants$6,142,111
Plan auditUnmodified (clean) audit opinion
AuditorWHITELY PENN, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$60.2M · 443 accts · $1.9M emplr
2023$56.7M · 466 accts · $1.6M emplr
2022$50.0M · 547 accts · $248K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$72,132
Investment management$70,000
Audit (IQPA)$25,750
Total administrative$167,882
Employer contributions to the Tacenergy, LLC plan · 2024
Employer contribution per active participant$5,496
Median for plans this size$3,635
2024$5,496 per active participant
2023$10,328 per active participant
2022$724 per active participant

Tacenergy, LLC's 2024 employer contribution ran above the $3,635 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 · 20245
ONEAMERICA RETIREMENT SERVICES · Recordkeeping · Loan processing$70,882
CREATIVE PLANNING · Investment advisory (plan)$70,000
WHITELY PENN, LLP · Accounting / audit$25,750
MATRIX TRUST COMPANY · Trusteeindirect comp
MSCS FINANCIAL SERVICES · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$167,882 · 0.29%
2023$186,759 · 0.35%
2022$50,620 · 0.10%
Same employer
Similar plansWholesale Trade · Texas
Prime Controls, L.P. TX$63.6M · 0.07%
Womack Group, LLC TX$59.2M · 0.29%
Yeti Holdings, Inc. TX$58.4M · 0.27%
Purvis Industries, LLC TX$55.5M · 0.21%
Gsc Enterprises, Inc TX$55.1M · 0.42%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 874665900 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.