Plan Ledger DOL Form 5500 · updated monthly

Eos Fitness Opco Holdings LLC401(k)

EOS FITNESS 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
2.81%

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

Eos Fitness Opco Holdings LLC reported $186,174 in plan administrative expenses for 2024: 2.81% of average plan assets, higher than ~90% of peers. Employer contributions averaged $183 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 3.83% to 2.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Arizona (665th of 1,285), and 769th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $6.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,024,293
Participants with balances2,495
Active participants2,078
Employer contributions$379,741
Employee contributions$2,603,197
Employer contribution per active participant$183
Average account balance$3,216
Benefits paid to participants$846,395
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.0M · 2,495 accts · $380K emplr
2023$5.2M · 2,597 accts · $510K emplr
2022$2.7M · 2,155 accts · $32K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$180,900
Investment management$5,274
Total administrative$186,174
The Eos Fitness Opco Holdings LLC 401(k) match · 2024
Employer contribution per active participant$183
Median for plans this size$1,313
2024$183 per active participant
2023$263 per active participant
2022$16 per active participant

Eos Fitness Opco Holdings LLC's 2024 employer contribution ran below the $1,313 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
ADP, INC. · Loan processing · Recordkeeping$181,670

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$186,174 · 2.81%
2023$144,932 · 3.65%
2022$89,113 · 3.83%
Same employer
Similar plansArts, Entertainment & Recreation · Arizona
Cocopah Indian Tribe AZ$6.4M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472848044 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.