Plan Ledger DOL Form 5500 · updated monthly

Wellbore Integrity Solutions LLC401(k)

WELLBORE INTEGRITY SOLUTIONS 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Wellbore Integrity Solutions LLC reported $127,447 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,975 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 rose from 0.42% to 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 1,610th-largest of 5,688 plans among Texas employers on file, and the 484th of 2,096 in real estate & leasing. In 2024, employees put in $1.93 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,109,248
Participants with balances434
Active participants462
Employer contributions$1,374,384
Employee contributions$2,657,179
Employer contribution per active participant$2,975
Average account balance$64,768
Benefits paid to participants$4,768,118
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.1M · 434 accts · $1.4M emplr
2023$25.5M · 414 accts · $1.3M emplr
2022$19.2M · 367 accts · $972K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$48,061
Investment management$66,429
Audit (IQPA)$12,957
Total administrative$127,447
The Wellbore Integrity Solutions LLC 401(k) match · 2024
Employer contribution per active participant$2,975
Median for plans this size$2,416
2024$2,975 per active participant
2023$2,782 per active participant
2022$2,271 per active participant

Wellbore Integrity Solutions 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
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$48,061
UBS FINANCIAL SERVICES INC. · Investment advisory (plan)$66,429
WEAVER AND TIDWELL, LLP · Accounting / audit$12,957

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$127,447 · 0.48%
2023$93,415 · 0.42%
2022$83,696 · 0.42%
Same employer
Similar plansReal Estate & Leasing · Texas
Testequity LLC TX$30.2M · 0.37%
Realmanage, LLC TX$29.7M · 0.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834095343 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.