Plan Ledger DOL Form 5500 · updated monthly

E & E Co., LTD401(k)

E & E 401(K) & PROFIT SHARING PLAN · FREMONT, CA · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

E & E Co., LTD reported $76,119 in plan administrative expenses for 2024: 0.21% of average plan assets, below the peer median. Employer contributions averaged $2,715 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 0.27% to 0.21%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,154th-largest of 9,483 plans among California employers on file, and the 1,040th of 4,246 in wholesale trade. In 2024, employees put in $3.54 for every $1.00 the employer contributed; active participation has shrunk from 712 to 214 since 2022.

Plan summary
Net assets, end of year$39,673,582
Participants with balances265
Active participants214
Employer contributions$581,019
Employee contributions$2,054,748
Employer contribution per active participant$2,715
Average account balance$149,712
Benefits paid to participants$2,341,979
Plan auditUnmodified (clean) audit opinion
AuditorCOMYNS SMITH MCCLEARY & DEAVER, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$39.7M · 265 accts · $581K emplr
2023$34.2M · 271 accts · $660K emplr
2022$30.0M · 426 accts · $768K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,119
Investment management$35,000
Audit (IQPA)$15,000
Total administrative$76,119
The E & E Co., LTD 401(k) match · 2024
Employer contribution per active participant$2,715
Median for plans this size$2,416
2024$2,715 per active participant
2023$2,761 per active participant
2022$1,078 per active participant

E & E Co., LTD'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 · 20244
ASCENSUS LLC · Loan processing · Recordkeeping$26,118
CAMBRIDGE INVESTMENT RESEARCH. · Investment advisory (plan)$35,000
SOMYNS, SMITH, MCCLEARY & DEAVER LL · Accounting / audit$7,500
CSM&D · Accounting / audit$7,500

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history3
2024$76,119 · 0.21%
2023$72,149 · 0.22%
2022$86,043 · 0.27%
Same employer
Similar plansWholesale Trade · California
Mxr Imaging, Inc. CA$40.0M · 0.30%
Paramount Export Company CA$39.0M · 0.08%
Young's Holdings, Inc. CA$39.0M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943208058 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.