Plan Ledger DOL Form 5500 · updated monthly

Epsilon C5I, Inc.401(k)

EPSILON C5I, INC. 401(K)RETIREMENT PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Epsilon C5I, Inc. reported $2,541 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,490 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 0.02% to 0.01%. 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 2,931st-largest of 9,483 plans among California employers on file, and the 4,540th of 11,654 in professional & technical services. In 2024, the employer put in $1.04 for every $1.00 employees contributed themselves; active participation has grown from 166 to 253 since 2022.

Plan summary
Net assets, end of year$26,623,935
Participants with balances366
Active participants253
Employer contributions$1,894,962
Employee contributions$1,818,638
Employer contribution per active participant$7,490
Average account balance$72,743
Benefits paid to participants$1,732,688
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.6M · 366 accts · $1.9M emplr
2023$20.5M · 296 accts · $1.4M emplr
2022$14.8M · 257 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,541
Total administrative$2,541
The Epsilon C5I, Inc. 401(k) match · 2024
Employer contribution per active participant$7,490
Median for plans this size$2,416
2024$7,490 per active participant
2023$7,441 per active participant
2022$6,383 per active participant

Epsilon C5I, Inc.'s 2024 employer contribution ran above the $2,416 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
UBS FINANCIAL SERVICES, INC. · Investment advisory (plan)$18,750
CAPITAL GROUP RETIREMENT PLAN SERV$1,744
FUTUREPLAN BY ASCENSUS · Contract administrator$356

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$2,541 · 0.01%
2023$1,394 · 0.01%
2022$3,651 · 0.02%
Similar plansProfessional & Technical Services · California
Macro-Pro, Inc. CA$26.8M · 0.18%
Kbkg, Inc. CA$26.8M · 0.34%
Delta Computer Consulting CA$26.7M · 0.28%
Cloudbees, Inc. CA$26.7M · 0.18%
Branch Metrics, Inc. CA$26.6M · 0.11%
Gumgum, Inc. CA$26.6M · 0.53%
Contextlogic Inc. CA$26.5M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330161245 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.