Plan Ledger DOL Form 5500 · updated monthly

Epcon Communities Services, LLC401(k)

EPCON COMMUNITIES 401(K) PLAN · DUBLIN, OH · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Epcon Communities Services, LLC reported $48,024 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $4,273 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 3 years on file its reported administrative ratio has held roughly steady near 0.249%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 1,241st-largest of 3,295 plans among Ohio employers on file, and the 1,894th of 5,337 in construction. In 2024, employees put in $2.70 for every $1.00 the employer contributed; active participation has grown from 150 to 198 since 2022.

Plan summary
Net assets, end of year$21,908,919
Participants with balances262
Active participants198
Employer contributions$845,989
Employee contributions$2,284,401
Employer contribution per active participant$4,273
Average account balance$83,622
Benefits paid to participants$1,292,714
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.9M · 262 accts · $846K emplr
2023$16.7M · 246 accts · $825K emplr
2022$12.3M · 211 accts · $671K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,726
Investment management$44,298
Total administrative$48,024
The Epcon Communities Services, LLC 401(k) match · 2024
Employer contribution per active participant$4,273
Median for plans this size$2,416
2024$4,273 per active participant
2023$4,687 per active participant
2022$4,477 per active participant

Epcon Communities Services, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
BUDROS, RUHLIN & ROE, INC. · Recordkeeping · Trustee$44,297
ADP, INC. · Loan processing · Recordkeeping$3,726

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, BUDROS, RUHLIN & ROE, INC.
2023ADP, BUDROS, RUHLIN & ROE, INC.

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Administrative cost history3
2024$48,024 · 0.25%
2023$34,945 · 0.24%
2022$32,633 · 0.25%
Same employer
Similar plansConstruction · Ohio
Mbc Holdings of Ohio Inc. OH$23.5M · 0.47%
Elford, Inc. OH$22.3M · 0.03%
Roth Bros., Inc. OH$22.0M · 0.45%
McNational, Inc. OH$21.8M · 0.13%
K. West Group, LLC OH$21.5M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832809723 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.