Plan Ledger DOL Form 5500 · updated monthly

Environments Plus, Inc.401(k)

ENVIRONMENTS PLUS, INC. RETIREMENT SAVINGS PLAN · CANOGA PARK, CA · plan year 2023

Reported admin expense ratio · 2023
2.20%

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

Environments Plus, Inc. reported $13,308 in plan administrative expenses for 2023: 2.20% of average plan assets, above the peer median. Employer contributions averaged $0 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.

The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in California (8,952nd of 9,483), and 5,167th of 5,337 in construction.

Plan summary
Net assets, end of year$727,516
Participants with balances146
Active participants120
Employer contributions$0
Employee contributions$193,482
Employer contribution per active participant$0
Average account balance$4,983
Benefits paid to participants$35,002
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$8,486
Investment management$4,822
Total administrative$13,308
The Environments Plus, Inc. 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$522

Environments Plus, Inc.'s 2023 employer contribution ran below the $522 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$4,822

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

Administrative cost history1
2023$13,308 · 2.20%
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Source: U.S. Department of Labor, Form 5500 series, EIN 954384154 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.