Plan Ledger DOL Form 5500 · updated monthly

Easy Living Inc.401(k)

EASY LIVING INC. 401(K) PLAN · JOPLIN, MO · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Easy Living Inc. reported $1,900 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $783 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 0.34% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (1,194th of 1,393), and 9,345th of 11,911 in health care & social assistance. In 2024, employees put in $1.48 for every $1.00 the employer contributed; active participation has grown from 363 to 435 since 2022.

Plan summary
Net assets, end of year$2,883,240
Participants with balances120
Active participants435
Employer contributions$340,679
Employee contributions$505,327
Employer contribution per active participant$783
Average account balance$24,027
Benefits paid to participants$164,758
Plan auditUnmodified (clean) audit opinion
AuditorALEXANDER & WILLIAMS
Plan history3
Yearassets · accounts · employer contribution
2024$2.9M · 120 accts · $341K emplr
2023$1.9M · 113 accts · $277K emplr
2022$1.1M · 104 accts · $228K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,900
Total administrative$1,900
The Easy Living Inc. 401(k) match · 2024
Employer contribution per active participant$783
Median for plans this size$1,313
2024$783 per active participant
2023$695 per active participant
2022$627 per active participant

Easy Living Inc.'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
CAPITAL GROUP RETIREMENT SERVICES · Recordkeeping · Investment management$575
WELLS FARGO CLEARING SERVICES LLC · Investment advisory (participants) · Investment advisory (plan)$10,353
FUTUREPLAN BY ASCENSUS · Accounting / audit · Actuarial$1,325

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

Recordkeeper by year2
2024CAPITAL GROUP RETIREMENT SERVICES
2023CAPITAL GROUP RETIREMENT SERVICES

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

Administrative cost history3
2024$1,900 · 0.08%
2023$1,495 · 0.10%
2022$3,035 · 0.34%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Synergy Services Inc. MO$3.2M · 0.63%
Seniorage MO$2.9M · 1.45%
Manor Grove MO$2.7M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431578137 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.