Plan Ledger DOL Form 5500 · updated monthly

Ellison Technologies, Inc.401(k)

ELLISON TECHNOLOGIES EMPLOYEES RETIREMENT SAVINGS PLAN · SANTA FE SPRINGS, CA · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Ellison Technologies, Inc. reported $117,960 in plan administrative expenses for 2024: 0.15% of average plan assets, above the peer median. Employer contributions averaged $1,906 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 0.146%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,162nd-largest of 9,483 plans among California employers on file, and the 1,766th of 11,654 in professional & technical services. In 2024, employees put in $5.85 for every $1.00 the employer contributed; active participation has shrunk from 494 to 370 since 2022.

Plan summary
Net assets, end of year$84,372,686
Participants with balances544
Active participants370
Employer contributions$705,096
Employee contributions$4,124,092
Employer contribution per active participant$1,906
Average account balance$155,097
Benefits paid to participants$6,889,437
Plan auditUnmodified (clean) audit opinion
AuditorLUCAS, HORSFALL, MURPHY & PINDROH L
Plan history3
Yearassets · accounts · employer contribution
2024$84.4M · 544 accts · $705K emplr
2023$77.6M · 519 accts · $733K emplr
2022$65.6M · 520 accts · $645K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$67,885
Investment management$49,054
Total administrative$117,960
The Ellison Technologies, Inc. 401(k) match · 2024
Employer contribution per active participant$1,906
Median for plans this size$3,635
2024$1,906 per active participant
2023$1,464 per active participant
2022$1,306 per active participant

Ellison Technologies, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20244
EMPOWER ADVISORY GROUP, LLC · Investment management$49,054
NOVA 401(K) ASSOCIATES · Contract administrator$5,000
FUTUREPLAN BY ASCENSUS - KRAVITZ · Contract administratorindirect comp

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$117,960 · 0.15%
2023$121,898 · 0.17%
2022$104,854 · 0.15%
Same employer
Similar plansProfessional & Technical Services · California
Eichleay, Inc. CA$85.4M · 0.17%
Cytokinetics, Inc. CA$84.8M · 0.00%
Ampere Computing LLC CA$84.1M · 0.01%
Alpine Sg LLC CA$82.2M · 0.21%
Qualys, Inc. CA$82.2M · 0.06%
Wisk Aero LLC CA$81.5M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953406732 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.