Plan Ledger DOL Form 5500 · updated monthly

Edison Energy Group, Inc.401(k)

EDISON ENERGY GROUP 401(K) SAVINGS PLAN · IRVINE, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Edison Energy Group, Inc. reported $17,878 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,167 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 rose from 0.06% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,826th-largest of 9,483 plans among California employers on file, and the 4,380th of 11,654 in professional & technical services. In 2024, employees put in $2.57 for every $1.00 the employer contributed; active participation has shrunk from 172 to 122 since 2022.

Plan summary
Net assets, end of year$28,095,670
Participants with balances232
Active participants122
Employer contributions$752,401
Employee contributions$1,937,253
Employer contribution per active participant$6,167
Average account balance$121,102
Benefits paid to participants$4,568,521
Plan auditUnmodified (clean) audit opinion
AuditorANSTISS & CO., PC
Plan history3
Yearassets · accounts · employer contribution
2024$28.1M · 232 accts · $752K emplr
2023$25.8M · 259 accts · $834K emplr
2022$20.7M · 250 accts · $752K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,583
Investment management$15,295
Total administrative$17,878
The Edison Energy Group, Inc. 401(k) match · 2024
Employer contribution per active participant$6,167
Median for plans this size$2,416
2024$6,167 per active participant
2023$4,820 per active participant
2022$4,370 per active participant

Edison Energy Group, 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.

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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$15,295
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,583

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$17,878 · 0.07%
2023$12,951 · 0.06%
2022$12,595 · 0.06%
Similar plansProfessional & Technical Services · California
Lyell Immunopharma, Inc. CA$28.3M · 0.20%
Vectra Ai, Inc. CA$28.1M · 0.22%
Corelation, Inc. CA$28.1M · 0.64%
Co Architects CA$28.0M · 0.34%
Institute for the Future CA$27.8M · 0.00%
Tavant Technologies, Inc. CA$27.7M · 0.06%
Moveworks Inc. CA$27.6M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455489020 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.