Plan Ledger DOL Form 5500 · updated monthly

Eppendorf Holding, Incorporated401(k)

EPPENDORF HOLDING, INCORPORATED THRIFT & SAVINGS PLAN · ENFIELD, CT · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Eppendorf Holding, Incorporated reported $152,316 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $2,265 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 rose from 0.03% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 147th-largest of 1,106 plans among Connecticut employers on file, and the 331st of 4,246 in wholesale trade. In 2024, employees put in $3.64 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$133,314,343
Participants with balances1,047
Active participants761
Employer contributions$1,723,903
Employee contributions$6,269,089
Employer contribution per active participant$2,265
Average account balance$127,330
Benefits paid to participants$10,531,848
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$133.3M · 1,047 accts · $1.7M emplr
2023$112.8M · 1,098 accts · $1.7M emplr
2022$87.3M · 1,067 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$66,882
Investment management$26,201
Audit (IQPA)$18,800
Total administrative$152,316
The Eppendorf Holding, Incorporated 401(k) match · 2024
Employer contribution per active participant$2,265
Median for plans this size$3,635
2024$2,265 per active participant
2023$2,071 per active participant
2022$1,992 per active participant

Eppendorf Holding, Incorporated'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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$74,882
USI ADVISORS INC · Consulting · Investment advisory (plan)$32,433
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$26,201
COHNREZNICK, LLP · Accounting / audit$18,800

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$152,316 · 0.12%
2023$67,206 · 0.07%
2022$32,114 · 0.03%
All plans at this employer2
EPPENDORF HOLDING, INCORPORATED THRIFT & SAVINGS PLAN401(k)
EPPENDORF NORTH AMERICA, INC. PROFIT SHARING PLANProfit-sharing plan
Same employer
Similar plansWholesale Trade · Connecticut
Axel Johnson Inc. CT$195.3M · 0.08%
US Electrical Services, Inc. CT$156.6M · 0.21%
Cellmark, Inc. CT$154.7M · 0.14%
Dairyland USA Corp. CT$117.3M · 0.25%
Timex Group USA, Inc. CT$116.2M · 0.10%
Bozzuto's, Inc. CT$95.1M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113521426 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.