Plan Ledger DOL Form 5500 · updated monthly

Epilepsy Foundation of America401(k)

EPILEPSY FOUNDATION OF AMERICA 401(K) PROFIT SHARING PLAN · BOWIE, MD · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Epilepsy Foundation of America reported $25,616 in plan administrative expenses for 2024: 0.34% of average plan assets, below the peer median. Employer contributions averaged $5,795 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 0.52% to 0.34%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Maryland (1,091st of 1,671), and 1,876th of 3,341 in other services. In 2024, employees put in $1.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,934,211
Participants with balances85
Active participants79
Employer contributions$457,789
Employee contributions$503,512
Employer contribution per active participant$5,795
Average account balance$93,344
Benefits paid to participants$1,345,467
Plan auditUnmodified (clean) audit opinion
AuditorGROSS MENDELSOHN & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$7.9M · 85 accts · $458K emplr
2023$7.3M · 118 accts · $413K emplr
2022$6.6M · 119 accts · $411K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,544
Investment management$15,072
Total administrative$25,616
The Epilepsy Foundation of America 401(k) match · 2024
Employer contribution per active participant$5,795
Median for plans this size$1,313
2024$5,795 per active participant
2023$5,227 per active participant
2022$5,634 per active participant

Epilepsy Foundation of America's 2024 employer contribution ran above the $1,313 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 · 20243
RAYMOND JAMES · Investment advisory (plan)$15,073
EMPOWER ADVISORY GROUP, LLC · Investment management$2,681

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$25,616 · 0.34%
2023$37,368 · 0.54%
2022$37,840 · 0.52%
Similar plansOther Services · Maryland
Woodmont Country Club MD$10.0M · 0.63%
Abilities Network, Inc. MD$7.6M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 520856660 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.