Plan Ledger DOL Form 5500 · updated monthly

Epi-Use America Inc401(k)

EPI-USE AMERICA INC. 401(K) PROFIT SHARING PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Epi-Use America Inc reported $24,074 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,967 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 0.05% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 343rd-largest of 2,160 plans among Georgia employers on file, and the 1,886th of 11,654 in professional & technical services. In 2024, employees put in $4.01 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$77,240,147
Participants with balances429
Active participants392
Employer contributions$1,163,156
Employee contributions$4,660,232
Employer contribution per active participant$2,967
Average account balance$180,047
Benefits paid to participants$3,157,615
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$77.2M · 429 accts · $1.2M emplr
2023$62.5M · 413 accts · $1.1M emplr
2022$48.1M · 385 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,100
Investment management$22,974
Total administrative$24,074
The Epi-Use America Inc 401(k) match · 2024
Employer contribution per active participant$2,967
Median for plans this size$3,635
2024$2,967 per active participant
2023$3,036 per active participant
2022$2,783 per active participant

Epi-Use America Inc's 2024 employer contribution ran below the $3,635 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
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$22,974
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,100

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$24,074 · 0.03%
2023$35,189 · 0.06%
2022$28,168 · 0.05%
Same employer
Similar plansProfessional & Technical Services · Georgia
Savista, LLC GA$81.3M · 0.24%
New Benevis, Inc GA$79.1M · 0.50%
Cooper Carry, Inc. GA$72.2M · 0.34%
Mauldin & Jenkins, LLC GA$70.5M · 0.10%
Bennett Thrasher, LLP GA$69.6M · 0.13%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 582430345 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.