Plan Ledger DOL Form 5500 · updated monthly

Txex Energy Investments, LLC401(k)

TXEX ENERGY INVESTMENTS, LLC 401K PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Txex Energy Investments, LLC reported $93,849 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $3,564 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 0.29% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 1,283rd-largest of 5,688 plans among Texas employers on file, and the 326th of 786 in management of companies. In 2024, employees put in $2.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$38,287,341
Participants with balances498
Active participants305
Employer contributions$1,086,909
Employee contributions$2,280,454
Employer contribution per active participant$3,564
Average account balance$76,882
Benefits paid to participants$2,007,470
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$38.3M · 498 accts · $1.1M emplr
2023$31.8M · 510 accts · $1.0M emplr
2022$27.6M · 555 accts · $980K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,949
Audit (IQPA)$21,400
Total administrative$93,849
The Txex Energy Investments, LLC 401(k) match · 2024
Employer contribution per active participant$3,564
Median for plans this size$2,416
2024$3,564 per active participant
2023$2,910 per active participant
2022$3,233 per active participant

Txex Energy Investments, LLC's 2024 employer contribution ran above the $2,416 median for plans its size. 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
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$47,500
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$24,949
CALVETTI FERGUSON, LLC · Accounting / audit$21,400

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$93,849 · 0.27%
2023$80,207 · 0.27%
2022$85,696 · 0.29%
Similar plansManagement of Companies · Texas
Ecom Atlantic, Inc. TX$48.2M · 0.04%
Aethon Energy Operating LLC TX$46.8M · 0.01%
Blue Danube Incorporated TX$41.0M · 0.32%
Itafos Services LLC TX$40.8M · 0.39%
U.S. Occmed Holdings, LLC TX$37.2M · 0.04%
Westex Bancorp, Inc. TX$31.0M · 0.04%
Erika Flowers TX$30.0M · 0.44%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 475080901 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.