Plan Ledger DOL Form 5500 · updated monthly

Elite Associates Holding Inc.ESOP

ELITE ASSOCIATES HOLDING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST · BREA, CA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Elite Associates Holding Inc. reported $486 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $13,623 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 3,572nd-largest of 9,483 plans among California employers on file, and the 300th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$20,491,749
Participants with balances121
Active participants108
Employer contributions$1,471,315
Employee contributions—
Employer contribution per active participant$13,623
Average account balance$169,353
Benefits paid to participants$434,660
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Trustee / custodial$486
Total administrative$486
Employer contributions to the Elite Associates Holding Inc. plan · 2024
Employer contribution per active participant$13,623
Median for plans this size$2,416

Elite Associates Holding 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.

Administrative cost history1
2024$486 · 0.00%
All plans at this employer2
ELITE ASSOCIATES HOLDING INC. RETIREMENT SAVINGS 401(K) PLAN401(k)
ELITE ASSOCIATES HOLDING, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP
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Source: U.S. Department of Labor, Form 5500 series, EIN 454006796 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.