Plan Ledger DOL Form 5500 · updated monthly

Ellison Environmental, Inc.401(k)

ELLISON ENVIRONMENTAL 401(K) PROFIT SHARING PLAN · ARROYO GRANDE, CA · plan year 2024

Reported admin expense ratio · 2024
1.08%

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

Ellison Environmental, Inc. reported $66,279 in plan administrative expenses for 2024: 1.08% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,763 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 1 year on file its reported administrative ratio rose from 0.97% to 1.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other utilities employers. By assets it is among the smaller plans on file in California (6,292nd of 9,483), and 349th of 412 in utilities. In 2024, employees put in $2.06 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,112,736
Participants with balances141
Active participants113
Employer contributions$312,199
Employee contributions$641,729
Employer contribution per active participant$2,763
Average account balance$50,445
Benefits paid to participants$422,459
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$7.1M · 141 accts · $312K emplr
2023$5.2M · 149 accts · $320K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,074
Investment management$35,910
Total administrative$66,279
The Ellison Environmental, Inc. 401(k) match · 2024
Employer contribution per active participant$2,763
Median for plans this size$1,313
2024$2,763 per active participant
2023$2,583 per active participant

Ellison Environmental, Inc.'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 · 20243
ASCENSUS LLC · Recordkeeping$16,894
FISHER ASSET MANAGEMENT, LLC · Investment advisory (plan)$35,910
PACIFIC BENEFIT SERVICES, INC · Plan administrator$13,475

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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

Administrative cost history2
2024$66,279 · 1.08%
2023$43,368 · 0.97%
Same employer
Similar plansUtilities · California
South 49 Holdings, LTD. CA$13.1M · 0.84%
CLEANWATER1, Inc. CA$12.2M · 0.31%
Esjoule, LLC CA$8.5M · 0.04%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 262216075 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.