What are the fees in the Eberl Claims Service, LLC 401(k) plan?

For plan year 2022, Eberl Claims Service, LLC reported $9,559 in plan administrative expenses, or 0.34% of average plan assets — below the peer median. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Eberl Claims Service, LLC 401(k)?

The average participant account balance was $28,371 for plan year 2022, based on 94 accounts.

Eberl Claims Service, LLC401(k)

Name: Eberl Claims Service, LLC 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

EBERL 401(K) PROFIT SHARING PLAN · LAKEWOOD, CO · plan year 2022

Reported admin expense ratio · 2022

0.34%

Eberl Claims Service, LLC reported $9,559 in plan administrative expenses for 2022: 0.34% of average plan assets, below the peer median. 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 finance & insurance employers. By assets it is among the smaller plans on file in Colorado (1,219th of 1,461), and 4,611th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$2,666,875
Participants with balances94
Active participants409
Employer contributions—
Employee contributions$572,230
Employer contribution per active participant—
Average account balance$28,371
Benefits paid to participants$312,355
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP

Administrative expenses, itemized · 2022

Recordkeeping & contract admin$9,559

Total administrative$9,559

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$9,559 · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473713508 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.