Plan Ledger DOL Form 5500 · updated monthly

Tortoiseecofin Parent Holdco, LLC401(k)

TORTOISEECOFIN 401(K) PLAN · OVERLAND PARK, KS · plan year 2023

Reported admin expense ratio · 2023
0.30%

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

Tortoiseecofin Parent Holdco, LLC reported $61,507 in plan administrative expenses for 2023: 0.30% of average plan assets, above the peer median. Employer contributions averaged $5,823 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 rose from 0.30% to 0.37%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other finance & insurance employers. By assets it is the 291st-largest of 828 plans among Kansas employers on file, and 2,980th of 4,798 in finance & insurance. In 2023, employees put in $3.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,956,162
Participants with balances122
Active participants76
Employer contributions$442,552
Employee contributions$1,698,679
Employer contribution per active participant$5,823
Average account balance$171,772
Benefits paid to participants$4,030,010
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$20.0M · 100 accts · $302K emplr
2023$21.0M · 122 accts · $443K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$23,540
Investment management$37,967
Total administrative$61,507
The Tortoiseecofin Parent Holdco, LLC 401(k) match · 2023
Employer contribution per active participant$5,823
Median for plans this size$2,440
2024$7,943 per active participant
2023$5,823 per active participant

Tortoiseecofin Parent Holdco, LLC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$24,708
MARINER LLC · Investment management$36,192
CHARLES SCHWAB & CO., INC. · Securities brokerage$63

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history2
2024$75,268 · 0.37%
2023$61,507 · 0.30%
Same employer
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Credit Union of America KS$27.9M · 0.30%
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Landmark Bancorp, Inc. KS$22.7M · 0.29%
Mazuma Credit Union KS$22.5M · 0.41%
Qc Financial Services, Inc. KS$17.9M · 0.58%
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Farmers Bank & Trust KS$16.8M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 824180414 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.