Plan Ledger DOL Form 5500 · updated monthly

Ebsco Industries, Inc.401(k)

EBSCO SAVINGS AND PROFIT SHARING PLAN · BIRMINGHAM, AL · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Ebsco Industries, Inc. reported $287,230 in plan administrative expenses for 2024: 0.04% of average plan assets, below the peer median. Employer contributions averaged $8,108 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 0.06% to 0.04%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other information & media employers. By assets it is the 9th-largest of 902 plans among Alabama employers on file, and the 70th of 2,199 in information & media. In 2024, the employer put in $1.03 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$730,937,371
Participants with balances5,020
Active participants3,390
Employer contributions$27,484,796
Employee contributions$26,800,460
Employer contribution per active participant$8,108
Average account balance$145,605
Benefits paid to participants$56,935,669
Plan auditUnmodified (clean) audit opinion
AuditorBMSS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$730.9M · 5,020 accts · $27.5M emplr
2023$644.2M · 5,040 accts · $24.8M emplr
2022$553.1M · 5,001 accts · $30.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$235,760
Investment management$51,470
Total administrative$287,230
The Ebsco Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$8,108
Median for plans this size$4,294
2024$8,108 per active participant
2023$7,045 per active participant
2022$8,492 per active participant

Ebsco Industries, Inc.'s 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$235,806
CAPFINANCIAL PARTNERS,LL · Investment advisory (plan)$37,484
MANAGEMENT PLANNING · Consulting$13,940

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$287,230 · 0.04%
2023$294,270 · 0.05%
2022$303,250 · 0.06%
Same employer
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Atlassian US, Inc. CA$750.2M · 0.01%
Sinclair, Inc. MD$748.2M · 0.05%
Nielsen Consumer LLC IL$738.4M · 0.04%
Cdk Global II LLC TX$735.5M · 0.09%
Epic Games Inc NC$711.3M · 0.01%
Dolby Laboratories, Inc. CA$703.4M · 0.01%
Csg Systems, Inc. CO$688.4M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 636014186 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.