What are the fees in the E.L.M. Group, Inc. 401(k) plan?

For plan year 2022, E.L.M. Group, Inc. reported $20,101 in plan administrative expenses, or 1.35% of average plan assets — higher than ~90% of peers. Fund-level expense ratios are not included in public filings.

What is the E.L.M. Group, Inc. 401(k) match?

In 2022, employer contributions to the E.L.M. Group, Inc. plan averaged $562 per active participant, below the $1,114 median for plans of similar size. Public filings report contribution dollars, not the match formula; the formula is in the plan's summary plan description.

What is the average account balance in the E.L.M. Group, Inc. 401(k)?

The average participant account balance was $34,003 for plan year 2022, based on 41 accounts.

E.L.M. Group, Inc.401(k)

Name: E.L.M. Group, Inc. 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

E.L.M. GROUP, INC. 401(K) PLAN · ADDISON, TX · plan year 2022

Reported admin expense ratio · 2022

1.35%

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

E.L.M. Group, Inc. reported $20,101 in plan administrative expenses for 2022: 1.35% of average plan assets, higher than ~90% of peers. Employer contributions averaged $562 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Texas (5,131st of 5,688), and 1,597th of 2,240 in accommodation & food services. In 2022, employees put in $1.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,394,122
Participants with balances41
Active participants107
Employer contributions$60,092
Employee contributions$111,425
Employer contribution per active participant$562
Average account balance$34,003
Benefits paid to participants$114,972
Plan auditUnmodified (clean) audit opinion
AuditorPRICE KUBECKA, PLLC

Administrative expenses, itemized · 2022

Recordkeeping & contract admin$20,101

Total administrative$20,101

The E.L.M. Group, Inc. 401(k) match · 2022

Employer contribution per active participant$562

Median for plans this size$1,114

E.L.M. Group, Inc.'s 2022 employer contribution ran below the $1,114 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

Your balance

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1

2022$20,101 · 1.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752231438 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.