Plan Ledger DOL Form 5500 · updated monthly

Ego, Inc. dba Brault401(k)

EMERGENCY GROUPS' OFFICE 401(K) PLAN · SAN DIMAS, CA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Ego, Inc. dba Brault reported $22,634 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $365 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 0.37% to 0.25%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (5,604th of 9,483), and the 5,871st of 11,911 in health care & social assistance. In 2024, employees put in $8.56 for every $1.00 the employer contributed; active participation has shrunk from 253 to 221 since 2022.

Plan summary
Net assets, end of year$9,490,477
Participants with balances269
Active participants221
Employer contributions$80,575
Employee contributions$689,722
Employer contribution per active participant$365
Average account balance$35,281
Benefits paid to participants$880,395
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 269 accts · $81K emplr
2023$8.5M · 250 accts · $82K emplr
2022$7.5M · 221 accts · $54K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,955
Investment management$16,679
Total administrative$22,634
The Ego, Inc. dba Brault 401(k) match · 2024
Employer contribution per active participant$365
Median for plans this size$1,313
2024$365 per active participant
2023$340 per active participant
2022$215 per active participant

Ego, Inc. dba Brault's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$5,955
MONARCH WEALTH STRATEGIES · Consulting · Insurance services$10,851
MORGAN STANLEY · Investment advisory (plan)$5,828

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$22,634 · 0.25%
2023$22,666 · 0.28%
2022$31,286 · 0.37%
Same employer
Similar plansHealth Care & Social Assistance · California
Behavior Frontiers, LLC CA$9.5M · 2.31%
Inter Valley Health Plan CA$9.5M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954278964 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.