Plan Ledger DOL Form 5500 · updated monthly

Eden Housing, Inc.401(k)

EDEN HOUSING, INC. 401K PROFIT SHARING PLAN · HAYWARD, CA · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Eden Housing, Inc. reported $140,955 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $3,568 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 0.74% to 0.45%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 2,414th-largest of 9,483 plans among California employers on file, and the 632nd of 3,341 in other services. In 2024, employees put in $1.45 for every $1.00 the employer contributed; active participation has grown from 475 to 524 since 2022.

Plan summary
Net assets, end of year$34,397,063
Participants with balances657
Active participants524
Employer contributions$1,869,401
Employee contributions$2,715,712
Employer contribution per active participant$3,568
Average account balance$52,355
Benefits paid to participants$1,737,665
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.4M · 657 accts · $1.9M emplr
2023$27.7M · 658 accts · $2.2M emplr
2022$22.9M · 950 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,092
Investment management$29,945
Total administrative$140,955
The Eden Housing, Inc. 401(k) match · 2024
Employer contribution per active participant$3,568
Median for plans this size$2,416
2024$3,568 per active participant
2023$4,342 per active participant
2022$2,764 per active participant

Eden Housing, Inc.'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 · 20243
MERRILL LYNCH PIERCE FENNER & SMITH · Pension consulting · Investment advisory (plan)$74,863
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$66,092
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)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
2024$140,955 · 0.45%
2023$163,302 · 0.64%
2022$175,762 · 0.74%
Same employer
Similar plansOther Services · California
Impact Tech Inc. CA$34.9M · 0.26%
Yougov America Inc. CA$32.9M · 0.25%
Milken Institute CA$32.0M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231716750 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.