Plan Ledger DOL Form 5500 · updated monthly

Epsilon, Inc.401(k)

EPSILON, INC. 401(K) PLAN · WEAVERVILLE, NC · plan year 2024

Reported admin expense ratio · 2024
0.68%

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

Epsilon, Inc. reported $53,510 in plan administrative expenses for 2024: 0.68% of average plan assets, above the peer median. Employer contributions averaged $1,153 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 0.78% to 0.68%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in North Carolina (1,130th of 2,005), and 8,086th of 11,654 in professional & technical services. In 2024, employees put in $2.98 for every $1.00 the employer contributed; active participation has grown from 344 to 459 since 2022.

Plan summary
Net assets, end of year$9,692,659
Participants with balances277
Active participants459
Employer contributions$529,346
Employee contributions$1,579,215
Employer contribution per active participant$1,153
Average account balance$34,992
Benefits paid to participants$1,044,317
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $416K emplr
2024$9.7M · 277 accts · $529K emplr
2023$6.1M · 223 accts · $253K emplr
2022$4.0M · 195 accts · $131K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,744
Investment management$38,766
Total administrative$53,510
The Epsilon, Inc. 401(k) match · 2024
Employer contribution per active participant$1,153
Median for plans this size$1,313
2024$1,153 per active participant
2023$635 per active participant
2022$381 per active participant

Epsilon, Inc.'s 2024 employer contribution ran below the $1,313 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
COLTON GROOME FINANCIAL ADVISORS LL · Investment advisory (plan)$38,766

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025Not separately reported
2024$53,510 · 0.68%
2023$39,486 · 0.78%
2022$30,501 · 0.78%
Same employer
Similar plansProfessional & Technical Services · North Carolina
Midan Marketing, LLC NC$10.4M · 0.81%
Hutchens Law Firm, LLP NC$10.1M · 0.45%
Cloud for Good, LLC NC$9.8M · 0.58%
Drake Enterprises, LTD NC$9.5M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300524186 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.