Plan Ledger DOL Form 5500 · updated monthly

Enterprise Events Group, Inc.401(k)

ENTERPRISE EVENTS GROUP, INC. 401K PROFIT SHARING PLAN · SAN RAFEL, CA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Enterprise Events Group, Inc. reported $32,925 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $633 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 fell from 0.48% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 4,562nd-largest of 9,483 plans among California employers on file, and the 808th of 2,534 in administrative & support services. In 2024, employees put in $10.06 for every $1.00 the employer contributed; active participation has grown from 172 to 217 since 2022.

Plan summary
Net assets, end of year$14,048,535
Participants with balances336
Active participants217
Employer contributions$137,410
Employee contributions$1,382,167
Employer contribution per active participant$633
Average account balance$41,811
Benefits paid to participants$341,866
Plan auditUnmodified (clean) audit opinion
AuditorAUDIT AND TAX SOLUTIONS CPA INC
Plan history3
Yearassets · accounts · employer contribution
2024$14.0M · 336 accts · $137K emplr
2023$11.0M · 300 accts · $127K emplr
2022$9.3M · 284 accts · $102K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,925
Total administrative$32,925
The Enterprise Events Group, Inc. 401(k) match · 2024
Employer contribution per active participant$633
Median for plans this size$2,416
2024$633 per active participant
2023$687 per active participant
2022$596 per active participant

Enterprise Events Group, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20241
NEWPORT GROUP, INC. · Recordkeeping · Loan processing$32,925

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$32,925 · 0.26%
2023$34,571 · 0.34%
2022$46,988 · 0.48%
Similar plansAdministrative & Support Services · California
Movement for Life, Inc. CA$15.2M · 0.16%
Mariposa Landscapes, Inc. CA$14.2M · 0.01%
Service by Medallion CA$14.0M · 0.26%
Zempleo, Inc. CA$13.9M · 0.63%
Scio Technologies, Inc. CA$13.8M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680371303 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.