Plan Ledger DOL Form 5500 · updated monthly

Eos Unified Solutions Inc401(k)

EOS UNIFIED SOLUTIONS INC 401(K) PROFIT SHARING PLAN AND TRUST · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
1.24%

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

Eos Unified Solutions Inc reported $102,907 in plan administrative expenses for 2024: 1.24% of average plan assets, higher than ~90% of peers. Employer contributions averaged $292 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 rose from 0.01% to 1.24%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (5,582nd of 9,483), and 8,129th of 11,654 in professional & technical services. In 2024, employees put in $7.51 for every $1.00 the employer contributed; active participation has grown from 497 to 1,091 since 2022.

Plan summary
Net assets, end of year$9,549,891
Participants with balances430
Active participants1,091
Employer contributions$318,415
Employee contributions$2,391,529
Employer contribution per active participant$292
Average account balance$22,209
Benefits paid to participants$2,182,327
Plan auditUnmodified (clean) audit opinion
AuditorPKF SAN DIEGO, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 430 accts · $318K emplr
2023$7.0M · 365 accts
2022$1.3M · 99 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$100,266
Investment management$2,641
Total administrative$102,907
The Eos Unified Solutions Inc 401(k) match · 2024
Employer contribution per active participant$292
Median for plans this size$1,313

Eos Unified Solutions Inc'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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$100,266

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$102,907 · 1.24%
2023$42,055 · 1.01%
2022$120 · 0.01%
Similar plansProfessional & Technical Services · California
Gspann Technologies, Inc. CA$9.6M · 0.01%
Digital Arbitrage, Inc. CA$9.6M · 0.50%
Trove Recommerce, Inc. CA$9.6M · 0.53%
Captivateiq, Inc. CA$9.5M · 0.13%
Moveon.Org Civic Action CA$9.5M · 0.25%
Zenleads Inc. CA$9.5M · 0.10%
El Clasificado CA$9.5M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800681322 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.