Plan Ledger DOL Form 5500 · updated monthly

E & V Energy Corporation401(k)

E & V ENERGY CO. RETIREMENT PLAN · WEEDSPORT, NY · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

E & V Energy Corporation reported $5,300 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $605 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 0.13% to 0.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in New York (4,473rd of 5,648), and 3,635th of 4,246 in wholesale trade. In 2024, employees put in $3.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,000,790
Participants with balances120
Active participants182
Employer contributions$110,053
Employee contributions$381,870
Employer contribution per active participant$605
Average account balance$41,673
Benefits paid to participants$548,814
Plan auditUnmodified (clean) audit opinion
AuditorDAVIE KAPLAN, CPA, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$5.0M · 120 accts · $110K emplr
2023$4.6M · 117 accts · $107K emplr
2022$3.9M · 111 accts · $108K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,300
Total administrative$5,300
The E & V Energy Corporation 401(k) match · 2024
Employer contribution per active participant$605
Median for plans this size$1,313
2024$605 per active participant
2023$580 per active participant
2022$597 per active participant

E & V Energy Corporation's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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.

Administrative cost history3
2024$5,300 · 0.11%
2023$18,225 · 0.43%
2022$5,675 · 0.13%
Same employer
Similar plansWholesale Trade · New York
Tripifoods, Inc. NY$5.5M · 0.02%
D. Bertoline & Sons Inc. NY$5.3M · 0.37%
Gabriel Brothers, Inc. NY$4.8M · 0.55%
Chilewich Sultan LLC NY$4.5M · 0.42%
Deva Concepts, LLC NY$4.4M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 150301010 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.