Plan Ledger DOL Form 5500 · updated monthly

E-Z Excavating, Inc.401(k)

E-Z EXCAVATING, INC. 401(K) PROFIT SHARING PLAN · LONGMONT, CO · plan year 2024

Reported admin expense ratio · 2024
1.77%

E-Z Excavating, Inc. reported $61,078 in plan administrative expenses for 2024: 1.77% of average plan assets, higher than ~90% of peers. 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 rose from 1.65% to 1.77%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Colorado (1,154th of 1,461), and 4,353rd of 5,337 in construction. active participation has grown from 91 to 110 since 2022.

Plan summary
Net assets, end of year$3,592,613
Participants with balances126
Active participants110
Employer contributions—
Employee contributions$427,483
Employer contribution per active participant—
Average account balance$28,513
Benefits paid to participants$451,781
Plan auditUnmodified (clean) audit opinion
AuditorK FINANCIAL INC.
Plan history3
Yearassets · accounts · employer contribution
2024$3.6M · 126 accts
2023$3.3M · 120 accts · $250K emplr
2022$3.4M · 117 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,135
Investment management$41,443
Audit (IQPA)$16,500
Total administrative$61,078
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 · 20241
CHARLES SCHWAB & CO., INC. · Custodial (securities) · Investment managementindirect comp

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

Administrative cost history3
2024$61,078 · 1.77%
2023$51,271 · 1.53%
2022$62,470 · 1.65%
Similar plansConstruction · Colorado
Wayne's Electric CO$3.7M · 0.39%
Custom Leasing Inc. CO$3.1M · 0.58%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 841177135 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.