Plan Ledger DOL Form 5500 · updated monthly

Tgnr Holdco LLC401(k)

TG NATURAL RESOURCES RETIREMENT PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Tgnr Holdco LLC reported $100,830 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $6,900 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 fell from 0.85% to 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 1,777th-largest of 5,688 plans among Texas employers on file, and the 278th of 612 in mining, oil & gas extraction. In 2024, employees put in $1.19 for every $1.00 the employer contributed; active participation has grown from 168 to 259 since 2022.

Plan summary
Net assets, end of year$24,294,281
Participants with balances241
Active participants259
Employer contributions$1,787,008
Employee contributions$2,134,184
Employer contribution per active participant$6,900
Average account balance$100,806
Benefits paid to participants$1,481,919
Plan auditUnmodified (clean) audit opinion
AuditorRYAN + MANN LLC
Plan history3
Yearassets · accounts · employer contribution
2024$24.3M · 241 accts · $1.8M emplr
2023$16.4M · 164 accts · $1.4M emplr
2022$12.7M · 162 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,074
Investment management$50,756
Total administrative$100,830
The Tgnr Holdco LLC 401(k) match · 2024
Employer contribution per active participant$6,900
Median for plans this size$2,416
2024$6,900 per active participant
2023$8,455 per active participant
2022$7,801 per active participant

Tgnr Holdco 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 · 20243
RAYMOND JAMES · Investment advisory (plan)$50,756
LPL FINANCIAL · Investment advisory (plan)indirect 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$100,830 · 0.50%
2023$80,439 · 0.55%
2022$112,261 · 0.85%
Same employer
Similar plansMining, Oil & Gas Extraction · Texas
Basa Resources, Inc. TX$26.2M · 0.25%
Dawson Geophysical Company TX$25.3M · 0.45%
Baytex Energy USA, Inc. TX$25.2M · 0.16%
Killam Oil Co., LTD. TX$24.1M · 0.42%
Tam International, Inc. TX$23.5M · 0.39%
Burk Royalty Co., LTD. TX$23.5M · 0.37%
Tellurian Services LLC TX$23.4M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813811573 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.