Plan Ledger DOL Form 5500 · updated monthly

Eo Products, LLC401(k)

EO PRODUCTS, LLC 401(K) PLAN · SAN RAFAEL, CA · plan year 2023

Reported admin expense ratio · 2023
0.48%

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

Eo Products, LLC reported $18,661 in plan administrative expenses for 2023: 0.48% of average plan assets, below the peer median. Employer contributions averaged $639 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 has held roughly steady near 0.480%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (7,344th of 9,483), and 11,681st of 13,661 in manufacturing. In 2023, employees put in $4.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,104,977
Participants with balances94
Active participants101
Employer contributions$64,508
Employee contributions$269,879
Employer contribution per active participant$639
Average account balance$43,670
Benefits paid to participants$463,775
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$4.1M · 94 accts · $65K emplr
2022$3.7M · 96 accts · $93K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$7,460
Investment management$11,201
Total administrative$18,661
The Eo Products, LLC 401(k) match · 2023
Employer contribution per active participant$639
Median for plans this size$1,308
2023$639 per active participant
2022$866 per active participant

Eo Products, LLC's 2023 employer contribution ran below the $1,308 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 · 20233
VITA PLANNING GROUP LLC · Investment advisory (plan)$9,014
EMPOWER ADVISORY GROUP, LLC · Investment management$2,187

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

Administrative cost history2
2023$18,661 · 0.48%
2022$18,915 · 0.48%
Same employer
Similar plansManufacturing · California
Axiom Materials, Inc. CA$4.2M · 0.56%
Micro Analog Inc. CA$4.2M · 0.55%
Amp Printing, Inc. CA$4.2M · 0.66%
Klein Products, Inc. CA$4.1M · 0.56%
Cabinets 2000, LLC CA$4.0M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 851502784 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.