Plan Ledger DOL Form 5500 · updated monthly

Twin Eagle Holdings N.A., LLC401(k)

TWIN EAGLE RESOURCE MANAGEMENT 401(K) PLAN · SPRING, TX · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Twin Eagle Holdings N.A., LLC reported $75,905 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $6,436 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 0.31% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other utilities employers. By assets it is the 1,419th-largest of 5,688 plans among Texas employers on file, and 220th of 412 in utilities. In 2024, employees put in $2.03 for every $1.00 the employer contributed; active participation has shrunk from 208 to 144 since 2022.

Plan summary
Net assets, end of year$33,445,631
Participants with balances177
Active participants144
Employer contributions$926,723
Employee contributions$1,882,440
Employer contribution per active participant$6,436
Average account balance$188,958
Benefits paid to participants$2,481,150
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.4M · 177 accts · $927K emplr
2023$28.4M · 187 accts · $922K emplr
2022$23.8M · 246 accts · $963K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$890
Investment management$75,015
Total administrative$75,905
The Twin Eagle Holdings N.A., LLC 401(k) match · 2024
Employer contribution per active participant$6,436
Median for plans this size$2,416
2024$6,436 per active participant
2023$5,985 per active participant
2022$4,630 per active participant

Twin Eagle Holdings N.A., 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 · 20242
CALDERWOOD FINANCIAL STRATEGIES · Investment advisory (plan)$75,015
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$890

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$75,905 · 0.25%
2023$63,080 · 0.24%
2022$81,901 · 0.31%
Same employer
Similar plansUtilities · Texas
Texas Disposal Systems Inc. TX$44.6M · 0.38%
Talen Montana, LLC TX$35.4M · 0.15%
Just Energy (U.S.) Corp. TX$28.6M · 0.25%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 830542503 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.