Plan Ledger DOL Form 5500 · updated monthly

The Global Edge Consultants, LLC401(k)

THE GLOBAL EDGE CONSULTANTS, LLC 401(K) PLAN · THE WOODLANDS, TX · plan year 2023

Reported admin expense ratio · 2023
1.17%

The Global Edge Consultants, LLC reported $52,159 in plan administrative expenses for 2023: 1.17% of average plan assets, higher than ~75% of peers. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Texas (3,910th of 5,688), and 1,373rd of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$5,586,218
Participants with balances199
Active participants495
Employer contributions—
Employee contributions$1,820,891
Employer contribution per active participant—
Average account balance$28,071
Benefits paid to participants$523,154
Plan auditUnmodified (clean) audit opinion
AuditorSTEVE A VISCARRA
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$2,580
Investment management$49,579
Total administrative$52,159
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
RAYMOND JAMES · Recordkeeping · Trustee$30,495
ADP, INC. · Loan processing · Recordkeeping$21,663

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

Administrative cost history1
2023$52,159 · 1.17%
Similar plansAdministrative & Support Services · Texas
Southern Botanical, Inc. TX$5.8M · 0.82%
Cl Support Services, LLC TX$5.6M · 1.14%
Pds Tech Commercial, Inc. TX$5.5M · 0.03%
Career Strategies, Inc. TX$5.3M · 0.66%
Swipejobs, Inc. TX$5.3M · 1.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 331213409 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.