Aggreko, LLC 401(k) Review & Grade
Aggreko, LLC Employees' Savings & Investment Retirement Plan
Pearland, TXReal Estate & Rental1,414 active participantsPlan year 2024✓ Auto-enroll
Estimate from the plan's Form 5500 filing · How we grade
$3,632Employer $ per active participant
$8,551Employee $ saved per active participant
0.12%Direct admin cost, % of plan assets
$217.4MNet plan assets, end of year
$111,316Average balance per account
Score breakdown
- Employer generosity43.3 / 5087th percentile for employer $ per participant
- Low cost17.6 / 2570th percentile for low admin cost vs. same-size plans
- Employee saving13.4 / 1590th percentile for employee $ per participant
- Plan features10 / 10Auto-enrollment, Default investment
Total score84 / 100 · Grade A
This plan vs. peers
Peers: Real Estate & Rental plans with 500–2,499 active participants (291 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 87th |
| Lower admin cost | 70th |
| Employee saving | 90th |
| Peers that auto-enroll | 47% |
Get the monthly 401(k) report card
The best and worst plans, new grades as filings post. One email a month, no spam.
Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Aggreko put in about $3,632 per active participant, more than the typical peer ($1,279). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- The plan auto-enrolls employees. Check your default contribution rate. Defaults are often lower than what it takes to get the full match.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $5,137,786 |
| Participant (employee) contributions | $12,095,423 |
| Other contributions (incl. rollovers in) | $1,026,630 |
| Administrative expenses paid from the plan | $237,145 |
| Investment advisory & management fees | $178,890 |
| Other admin expenses | $600 |
| Benefits paid out | $23,583,363 |
| Net assets, start / end of year | $194.2M / $217.4M |
| Active participants, start / end of year | 1,393 / 1,436 |
| Participants with account balances | 1,953 |
| Auto-enrollment (feature code 2S) | Yes |
| Auditor | Meaden & Moore, LTD |
Largest service providers (Schedule C)
| Empower Advisory Group, LLC | $102,746 reported compensation |
| Highland Consulting Associates Inc | $76,144 reported compensation |
| Castaing Hussey & Lolan LLC | $30,000 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251008155301NAL0003411059001, received 2025-10-08, EIN 72-0692213, plan #002, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.