Plan Ledger DOL Form 5500 · updated monthly

Epimed International, Inc.401(k)

EPIMED INTERNATIONAL, INC. PROFIT SHARING PLAN · JOHNSTOWN, NY · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Epimed International, Inc. reported $38,080 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $3,256 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 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in New York (2,964th of 5,648), and 7,087th of 13,661 in manufacturing. In 2024, employees put in $1.68 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,020,452
Participants with balances137
Active participants110
Employer contributions$358,180
Employee contributions$603,067
Employer contribution per active participant$3,256
Average account balance$109,638
Benefits paid to participants$646,042
Plan auditUnmodified (clean) audit opinion
AuditorPHILIP BECKETT CPA P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$15.0M · 137 accts · $358K emplr
2023$12.9M · 146 accts · $278K emplr
2022$11.3M · 132 accts · $286K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,121
Investment management$32,959
Total administrative$38,080
The Epimed International, Inc. 401(k) match · 2024
Employer contribution per active participant$3,256
Median for plans this size$2,416
2024$3,256 per active participant
2023$2,529 per active participant
2022$2,802 per active participant

Epimed International, Inc.'s 2024 employer contribution ran above the $2,416 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
WELLS FARGO · Recordkeeping · Trustee$32,959
ADP, INC. · Loan processing · Recordkeeping$5,121

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, Wells Fargo
2023Wells Fargo

This plan has changed recordkeepers within these filings. If you left Epimed International, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$38,080 · 0.27%
2023$32,092 · 0.27%
2022$29,643 · 0.28%
Similar plansManufacturing · New York
Charles Ross & Son Company NY$15.2M · 0.50%
River Valley Foods, Inc. NY$15.2M · 0.05%
Garan, Inc. NY$15.0M · 0.45%
Voss Manufacturing, Inc. NY$14.9M · 0.05%
The Levy Group, Inc. NY$14.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141798036 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.