Plan Ledger DOL Form 5500 · updated monthly

Epac Holdings, LLC401(k)

EPAC 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Epac Holdings, LLC reported $33,162 in plan administrative expenses for 2024: 0.36% of average plan assets, below the peer median. Employer contributions averaged $1,877 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 0.54% to 0.36%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Texas (3,079th of 5,688), and 8,818th of 13,661 in manufacturing. In 2024, employees put in $1.93 for every $1.00 the employer contributed; active participation has shrunk from 490 to 317 since 2022.

Plan summary
Net assets, end of year$9,924,887
Participants with balances239
Active participants317
Employer contributions$594,916
Employee contributions$1,149,563
Employer contribution per active participant$1,877
Average account balance$41,527
Benefits paid to participants$1,770,549
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 239 accts · $595K emplr
2023$8.6M · 270 accts · $766K emplr
2022$6.0M · 266 accts · $771K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,972
Trustee / custodial$2,190
Total administrative$33,162
The Epac Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$1,877
Median for plans this size$1,313
2024$1,877 per active participant
2023$1,944 per active participant
2022$1,573 per active participant

Epac Holdings, LLC's 2024 employer contribution ran above the $1,313 median for plans its size. 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 · 20242
AMERITAS LIFE INSURANCE CORP · Claims processing · Contract administrator$30,972
CHARLES SCHWAB BANK · Custodial (securities) · Loan processing$2,190

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

Recordkeeper by year2
2024Ameritas
2023Ameritas

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

Administrative cost history3
2024$33,162 · 0.36%
2023$33,109 · 0.45%
2022$28,823 · 0.54%
Same employer
Similar plansManufacturing · Texas
Kompan, Inc. TX$10.1M · 0.01%
Ventahood, LTD TX$10.0M · 0.01%
Jmk International Inc. TX$9.8M · 0.09%
Canidae, LLC. TX$9.8M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 821266270 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.