Plan Ledger DOL Form 5500 · updated monthly

Electronic Power Design Inc401(k)

ELECTRONIC POWER DESIGN INC 401(K) PROFIT SHARING PLAN & TRUST · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.33%

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

Electronic Power Design Inc reported $19,923 in plan administrative expenses for 2024: 0.33% of average plan assets, below the peer median. Employer contributions averaged $1,478 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 0.68% to 0.33%. 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 Texas (3,636th of 5,688), and 10,245th of 13,661 in manufacturing. In 2024, employees put in $1.92 for every $1.00 the employer contributed; active participation has grown from 111 to 252 since 2022.

Plan summary
Net assets, end of year$6,883,264
Participants with balances198
Active participants252
Employer contributions$372,388
Employee contributions$715,078
Employer contribution per active participant$1,478
Average account balance$34,764
Benefits paid to participants$275,466
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.9M · 198 accts · $372K emplr
2023$5.2M · 150 accts · $270K emplr
2022$3.9M · 111 accts · $178K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,520
Investment management$10,543
Trustee / custodial$860
Total administrative$19,923
The Electronic Power Design Inc 401(k) match · 2024
Employer contribution per active participant$1,478
Median for plans this size$1,313
2024$1,478 per active participant
2023$1,377 per active participant
2022$1,602 per active participant

Electronic Power Design Inc's 2024 employer contribution ran above the $1,313 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
PAYCHEX, INC. · Recordkeeping$10,032
BOK FINANCIAL · Investment advisory (participants)$8,830

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

Recordkeeper by year2
2024Paychex
2023Paychex

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

Administrative cost history3
2024$19,923 · 0.33%
2023$30,062 · 0.67%
2022$27,172 · 0.68%
Same employer
Similar plansManufacturing · Texas
Sphero, Inc. TX$7.1M · 0.34%
Panel Specialists, Inc. TX$6.9M · 0.76%
Hyliion, Inc. TX$6.8M · 1.33%
Kureha America, Inc. TX$6.8M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760255825 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.