Plan Ledger DOL Form 5500 · updated monthly

E & F Management, LLC401(k)

E & F MANAGEMENT, LLC 401(K) PLAN · ST. EDWARD, NE · plan year 2024

Reported admin expense ratio · 2024
0.98%

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

E & F Management, LLC reported $79,244 in plan administrative expenses for 2024: 0.98% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,184 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 1.03% to 0.98%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Nebraska (396th of 565), and the 1,109th of 2,534 in administrative & support services. In 2024, employees put in $3.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,424,605
Participants with balances254
Active participants201
Employer contributions$237,912
Employee contributions$842,347
Employer contribution per active participant$1,184
Average account balance$33,168
Benefits paid to participants$1,651,363
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 254 accts · $238K emplr
2023$7.8M · 270 accts · $317K emplr
2022$5.0M · 217 accts · $525K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,833
Investment management$31,411
Total administrative$79,244
The E & F Management, LLC 401(k) match · 2024
Employer contribution per active participant$1,184
Median for plans this size$1,313
2024$1,184 per active participant
2023$1,308 per active participant
2022$2,488 per active participant

E & F Management, LLC's 2024 employer contribution ran below the $1,313 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
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$4,238
USI ADVISORS INC. · Investment advisory (participants)$28,098
MILLENNIUM INVESTMENT AND RET · Investment advisory (participants)$3,313

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$79,244 · 0.98%
2023$83,507 · 1.30%
2022$49,449 · 1.03%
Same employer
Similar plansAdministrative & Support Services · Nebraska
Prime Time Healthcare, LLC NE$21.7M · 0.01%
Atlas Medstaff, LLC NE$17.5M · 0.46%
Lrs Healthcare NE$17.2M · 0.60%
Onestaff Medical, LLC NE$11.7M · 1.58%
Mulhalls Nursery, Inc. NE$7.2M · 0.26%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 873527373 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.