Plan Ledger DOL Form 5500 · updated monthly

Eliada Homes, Inc.403(b)

ELIADA HOMES, INC. RETIREMENT PLAN · ASHEVILLE, NC · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Eliada Homes, Inc. reported $15,589 in plan administrative expenses for 2024: 0.67% of average plan assets, above the peer median. Employer contributions averaged $629 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 3 years on file its reported administrative ratio has held roughly steady near 0.67%. 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 North Carolina (1,728th of 2,005), and 9,673rd of 11,911 in health care & social assistance. In 2024, employees put in $1.28 for every $1.00 the employer contributed; active participation has grown from 123 to 216 since 2022.

Plan summary
Net assets, end of year$2,461,169
Participants with balances191
Active participants216
Employer contributions$135,848
Employee contributions$173,397
Employer contribution per active participant$629
Average account balance$12,886
Benefits paid to participants$318,762
Plan auditUnmodified (clean) audit opinion
AuditorPARSONS CPA, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$2.5M · 191 accts · $136K emplr
2023$2.2M · 182 accts · $98K emplr
2022$2.0M · 121 accts · $78K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,450
Investment management$11,139
Total administrative$15,589
Employer contributions to the Eliada Homes, Inc. plan · 2024
Employer contribution per active participant$629
Median for plans this size$1,313
2024$629 per active participant
2023$491 per active participant
2022$638 per active participant

Eliada Homes, Inc.'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
COLTON GROOME FINANCIAL ADVISORS, L · Investment advisory (plan)$10,976
LOREN D. STARK COMPANY, INC. · Contract administrator$3,555

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$15,589 · 0.67%
2023$13,925 · 0.66%
2022$14,886 · 0.66%
Same employer
Similar plansHealth Care & Social Assistance · North Carolina
Comserv Inc. NC$2.2M · 0.00%
Roof Above, Inc. NC$2.2M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 560611587 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.