Plan Ledger DOL Form 5500 · updated monthly

Ecoatm LLC401(k)

ECOATM 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Ecoatm LLC reported $48,209 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $3,212 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 0.23% to 0.19%. 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 2,828th-largest of 9,483 plans among California employers on file, and the 1,094th of 5,215 in retail trade. In 2024, employees put in $2.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,092,726
Participants with balances381
Active participants412
Employer contributions$1,323,360
Employee contributions$2,957,882
Employer contribution per active participant$3,212
Average account balance$73,734
Benefits paid to participants$3,685,837
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.1M · 381 accts · $1.3M emplr
2023$22.9M · 357 accts · $1.1M emplr
2022$19.8M · 370 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,272
Investment management$17,937
Total administrative$48,209
The Ecoatm LLC 401(k) match · 2024
Employer contribution per active participant$3,212
Median for plans this size$2,416
2024$3,212 per active participant
2023$2,902 per active participant
2022$2,973 per active participant

Ecoatm LLC's 2024 employer contribution ran above the $2,416 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$30,272
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$17,937

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$48,209 · 0.19%
2023$38,939 · 0.18%
2022$47,219 · 0.23%
Same employer
Similar plansRetail Trade · California
Jim Burke Ford CA$28.8M · 0.24%
Noarus Tgg dba Toyota Place CA$28.4M · 0.21%
D. Shelly Group, Inc. CA$28.1M · 0.28%
Florexpo, LLC. CA$27.8M · 0.38%
Sitn Sleep, Inc. CA$27.4M · 0.37%
Sports Warehouse, Inc. CA$26.8M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263879952 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.