Plan Ledger DOL Form 5500 · updated monthly

Eckert & Ziegler Isotope Products, Inc.401(k)

ECKERT & ZIEGLER ISOTOPE PRODUCTS SAVINGS AND INVESTMENT PLAN · VALENCIA, CA · plan year 2024

Employer contribution per participant · 2024
$5,531

Eckert & Ziegler Isotope Products, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $51,782,989 across 200 participant accounts, with employer contributions averaging $5,531 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio rose from 0.03% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,724th-largest of 9,483 plans among California employers on file, and the 3,072nd of 13,661 in manufacturing. In 2024, employees put in $2.26 for every $1.00 the employer contributed; active participation has grown from 142 to 167 since 2022.

Plan summary
Net assets, end of year$51,782,989
Participants with balances200
Active participants167
Employer contributions$923,648
Employee contributions$2,088,925
Employer contribution per active participant$5,531
Average account balance$258,915
Benefits paid to participants$3,440,150
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$51.8M · 200 accts · $924K emplr
2023$44.1M · 192 accts · $804K emplr
2022$35.6M · 181 accts · $746K emplr
Administrative expenses, itemized · 2024
Investment management$16,976
Audit (IQPA)$15,000
Total administrative-$1,106
The Eckert & Ziegler Isotope Products, Inc. 401(k) match · 2024
Employer contribution per active participant$5,531
Median for plans this size$2,416
2024$5,531 per active participant
2023$5,154 per active participant
2022$5,251 per active participant

Eckert & Ziegler Isotope Products, Inc.'s 2024 employer contribution ran above the $2,416 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.

Service providers · 20243
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$16,976
BDO · Accounting / audit$15,000
FIDELITY WORKPLACE SERVICES LLC · Plan administrator · Trustee (discretionary)indirect 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
2024Not separately reported
2023$14,980 · 0.04%
2022$13,485 · 0.03%
Same employer
Similar plansManufacturing · California
Jelly Belly Candy Company CA$52.2M · 0.01%
R Torre & Company Inc. CA$52.1M · 0.10%
Wallner Holdings, Corp CA$52.0M · 0.00%
Allied Telesis, Inc. CA$51.6M · 0.03%
Infinite Electronics, Inc. CA$51.5M · 0.11%
Nextracker, LLC. CA$51.1M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952666980 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.