Plan Ledger DOL Form 5500 · updated monthly

ENI-JR286, Inc.401(k)

ENI-JR286 INC. 401(K) PLAN · TORRANCE, CA · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

ENI-JR286, Inc. reported $118,724 in plan administrative expenses for 2024: 0.68% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,103 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 rose from 0.57% to 0.68%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 3,761st-largest of 9,483 plans among California employers on file, and the 1,975th of 4,246 in wholesale trade. In 2024, employees put in $2.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,036,094
Participants with balances235
Active participants179
Employer contributions$734,494
Employee contributions$1,887,932
Employer contribution per active participant$4,103
Average account balance$81,005
Benefits paid to participants$1,367,945
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.0M · 235 accts · $734K emplr
2023$15.7M · 235 accts · $717K emplr
2022$11.3M · 229 accts · $602K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,903
Investment management$66,621
Audit (IQPA)$18,200
Total administrative$118,724
The ENI-JR286, Inc. 401(k) match · 2024
Employer contribution per active participant$4,103
Median for plans this size$2,416
2024$4,103 per active participant
2023$3,754 per active participant
2022$3,270 per active participant

ENI-JR286, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20244
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$58,467
WITHUMSMITH+BROWN, PC · Accounting / audit$18,200
EMPOWER ADVISORY GROUP, LLC · Investment management$8,154

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$118,724 · 0.68%
2023$76,652 · 0.57%
2022$65,973 · 0.57%
Same employer
Similar plansWholesale Trade · California
Dorfman Milano Company CA$19.3M · 0.30%
Peking Handicraft, Inc CA$19.3M · 0.30%
Saxco International, LLC CA$18.6M · 0.18%
Robert Kaufman Co., Inc. CA$18.4M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262733745 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.