Plan Ledger DOL Form 5500 · updated monthly

Eps Group, Inc.401(k)

EPS GROUP 401(K) PLAN · MESA, AZ · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Eps Group, Inc. reported $94,248 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $3,802 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 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 302nd-largest of 1,285 plans among Arizona employers on file, and the 4,504th of 11,654 in professional & technical services. In 2024, employees put in $2.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,925,294
Participants with balances330
Active participants272
Employer contributions$1,034,215
Employee contributions$2,239,153
Employer contribution per active participant$3,802
Average account balance$81,592
Benefits paid to participants$2,836,424
Plan auditUnmodified (clean) audit opinion
AuditorBEACHFLEISCHMAN PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$26.9M · 330 accts · $1.0M emplr
2023$20.2M · 269 accts · $788K emplr
2022$16.0M · 255 accts · $755K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,222
Investment management$56,026
Total administrative$94,248
The Eps Group, Inc. 401(k) match · 2024
Employer contribution per active participant$3,802
Median for plans this size$2,416
2024$3,802 per active participant
2023$3,366 per active participant
2022$2,667 per active participant

Eps Group, 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 · 20243
PFG ADVISORS, LLC · Recordkeeping · Trustee$56,026
ADP, INC. · Loan processing · Recordkeeping$38,222
ADP BROKER-DEALERindirect comp

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, PFG ADVISORS, LLC
2023ADP, PFG ADVISORS, LLC

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Administrative cost history3
2024$94,248 · 0.40%
2023$71,584 · 0.40%
2022$65,289 · 0.39%
Same employer
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Chasse Building Team, Inc. AZ$29.5M · 0.35%
Linetec Services, LLC AZ$28.5M · 0.01%
Cyracom International, Inc. AZ$28.4M · 0.79%
Westland Resources, Inc. AZ$26.7M · 0.00%
Critical Path Institute AZ$26.1M · 0.01%
Unicon, Inc. AZ$25.9M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 432017157 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.