Plan Ledger DOL Form 5500 · updated monthly

Eakes, Inc.401(k)

EAKES, INC. 401(K) RETIREMENT SAVINGS PLAN · GRAND ISLAND, NE · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Eakes, Inc. reported $78,376 in plan administrative expenses for 2024: 0.33% of average plan assets, above the peer median. Employer contributions averaged $1,260 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 0.41% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 212th-largest of 565 plans among Nebraska employers on file, and the 1,198th of 5,215 in retail trade. In 2024, employees put in $3.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,168,433
Participants with balances338
Active participants274
Employer contributions$345,343
Employee contributions$1,267,793
Employer contribution per active participant$1,260
Average account balance$74,463
Benefits paid to participants$1,912,623
Plan auditUnmodified (clean) audit opinion
AuditorHBE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$25.2M · 338 accts · $345K emplr
2023$22.2M · 337 accts · $341K emplr
2022$17.9M · 322 accts · $304K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,676
Investment management$44,700
Total administrative$78,376
The Eakes, Inc. 401(k) match · 2024
Employer contribution per active participant$1,260
Median for plans this size$2,416
2024$1,260 per active participant
2023$1,238 per active participant
2022$1,160 per active participant

Eakes, Inc.'s 2024 employer contribution ran below the $2,416 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.

Service providers · 20242
UNION BANK & TRUST COMPANY · Claims processing · Recordkeeping$23,949
ALLEN CAPITAL GROUP · Investment advisory (participants)$43,249

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

Recordkeeper by year2
2024UNION BANK & TRUST COMPANY
2023UNION BANK & TRUST COMPANY

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

Administrative cost history3
2024$78,376 · 0.33%
2023$76,863 · 0.38%
2022$72,318 · 0.41%
Same employer
Similar plansRetail Trade · Nebraska
21ST Century Equipment, LLC NE$42.6M · 0.02%
Speedway Motors, Inc. NE$36.7M · 0.11%
Sapp Bros., Inc. NE$30.5M · 0.47%
Millard Lumber Inc. NE$21.3M · 0.47%
H&H Automotive LLC NE$21.1M · 0.38%
Omaha Track, Inc. NE$17.7M · 0.50%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 470824734 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.