Plan Ledger DOL Form 5500 · updated monthly

Egr Incorporated401(k)

EGR, INC. 401(K) PROFIT SHARING PLAN · ONTARIO, CA · plan year 2024

Reported admin expense ratio · 2024
0.97%

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

Egr Incorporated reported $21,348 in plan administrative expenses for 2024: 0.97% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,194 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 0.56% to 0.97%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (8,138th of 9,483), and 12,633rd of 13,661 in manufacturing. In 2024, the employer put in $1.59 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$2,374,984
Participants with balances131
Active participants61
Employer contributions$194,862
Employee contributions$122,752
Employer contribution per active participant$3,194
Average account balance$18,130
Benefits paid to participants$127,475
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.4M · 131 accts · $195K emplr
2023$2.0M · 123 accts · $172K emplr
2022$1.8M · 130 accts · $171K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,217
Investment management$692
Total administrative$21,348
The Egr Incorporated 401(k) match · 2024
Employer contribution per active participant$3,194
Median for plans this size$1,313
2024$3,194 per active participant
2023$2,915 per active participant
2022$2,799 per active participant

Egr Incorporated's 2024 employer contribution ran above the $1,313 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 · 20244
VOYA RETIREMENT INSURANCE & ANNUITY · Investment advisory (participants)$15,310
EMPOWER ADVISORY GROUP, LLC · Investment management$3,089
NICHOLLS BENEFITS & INSURANCE · Consulting$1,075

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$21,348 · 0.97%
2023$11,099 · 0.58%
2022$10,829 · 0.56%
Similar plansManufacturing · California
Royal Custom Designs, LLC CA$2.4M · 0.59%
INNOV8 Holdings, LLC CA$2.4M · 0.16%
Anvil Steel Incorporated CA$2.4M · 0.47%
Q & B Foods CA$2.3M · 0.59%
Rj Acquisition Corp CA$2.3M · 0.60%
Delta Hi-Tech, Inc. CA$2.2M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980137281 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.