Plan Ledger DOL Form 5500 · updated monthly

Environmental Systems Research Institute, Inc.401(k)

ENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE, INC. 401(K) INVESTMENT AND PROFIT SHARING PLAN · REDLANDS, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Environmental Systems Research Institute, Inc. reported $693,948 in plan administrative expenses for 2024: 0.03% of average plan assets, below the peer median. Employer contributions averaged $9,331 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 0.035%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other professional & technical services employers. By assets it is the 69th-largest of 9,483 plans among California employers on file, and the 76th of 11,654 in professional & technical services. In 2024, employees put in $1.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,146,247,097
Participants with balances6,281
Active participants5,110
Employer contributions$47,682,522
Employee contributions$68,122,000
Employer contribution per active participant$9,331
Average account balance$341,705
Benefits paid to participants$108,062,573
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.1B · 6,281 accts · $47.7M emplr
2023$1.9B · 6,148 accts · $44.3M emplr
2022$1.5B · 5,937 accts · $40.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$187,003
Investment management$464,866
Audit (IQPA)$36,750
Total administrative$693,948
The Environmental Systems Research Institute, Inc. 401(k) match · 2024
Employer contribution per active participant$9,331
Median for plans this size$5,259
2024$9,331 per active participant
2023$8,868 per active participant
2022$8,434 per active participant

Environmental Systems Research Institute, Inc.'s 2024 employer contribution ran above the $5,259 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 · 20244
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$329,903
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$219,878
SAGEVIEW ADVISORY GROUP, LLC · Consulting$129,371
MOSS ADAMS LLP · Accounting / audit$36,750

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$693,948 · 0.03%
2023$988,342 · 0.06%
2022$575,470 · 0.03%
Same employer
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Hcl America, Inc. CA$1.5B · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952775732 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.