Plan Ledger DOL Form 5500 · updated monthly

Tauber Oil Company401(k)

TAUBER OIL COMPANY 401(K) PROFIT SHARING PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Tauber Oil Company reported $23,921 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,360 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 has held roughly steady near 0.047%. 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 1,023rd-largest of 5,688 plans among Texas employers on file, and the 780th of 4,246 in wholesale trade. In 2024, employees put in $1.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$52,524,775
Participants with balances180
Active participants139
Employer contributions$1,022,999
Employee contributions$1,289,752
Employer contribution per active participant$7,360
Average account balance$291,804
Benefits paid to participants$7,298,585
Plan auditUnmodified (clean) audit opinion
AuditorPRACTICAL AUDIT SOLUTIONS PC
Plan history3
Yearassets · accounts · employer contribution
2024$52.5M · 180 accts · $1.0M emplr
2023$49.9M · 191 accts · $1.0M emplr
2022$45.5M · 196 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,921
Total administrative$23,921
The Tauber Oil Company 401(k) match · 2024
Employer contribution per active participant$7,360
Median for plans this size$3,635
2024$7,360 per active participant
2023$6,954 per active participant
2022$7,862 per active participant

Tauber Oil Company's 2024 employer contribution ran above the $3,635 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$23,921

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$23,921 · 0.05%
2023$23,160 · 0.05%
2022Not separately reported
Similar plansWholesale Trade · Texas
Purvis Industries, LLC TX$55.5M · 0.21%
Gsc Enterprises, Inc TX$55.1M · 0.42%
Refined Technologies, Inc. TX$53.9M · 0.26%
Continental Battery Company TX$51.7M · 0.25%
Affiliated Foods, Inc. TX$50.4M · 0.51%
The Hunton Group TX$49.6M · 0.18%
Ia American Warranty, LP TX$49.2M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760115554 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.