Plan Ledger DOL Form 5500 · updated monthly

Epting Distributors, Inc401(k)

EPTING DISTRIBUTORS, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN · LEXINGTON, SC · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Epting Distributors, Inc reported $33,822 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $2,267 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 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 386th-largest of 807 plans among South Carolina employers on file, and 2,632nd of 4,246 in wholesale trade. In 2024, employees put in $2.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,335,345
Participants with balances135
Active participants130
Employer contributions$294,702
Employee contributions$705,653
Employer contribution per active participant$2,267
Average account balance$91,373
Benefits paid to participants$577,975
Plan auditUnmodified (clean) audit opinion
AuditorBAUKNIGHT, PIETRAS & STORMER PA
Plan history3
Yearassets · accounts · employer contribution
2024$12.3M · 135 accts · $295K emplr
2023$10.5M · 131 accts · $279K emplr
2022$8.6M · 134 accts · $283K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$33,822
Total administrative$33,822
The Epting Distributors, Inc 401(k) match · 2024
Employer contribution per active participant$2,267
Median for plans this size$2,416
2024$2,267 per active participant
2023$2,211 per active participant
2022$2,280 per active participant

Epting Distributors, Inc's 2024 employer contribution ran below 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 · 20241
SOUTHSTATE RETIREMENT PLAN SERVICE · Recordkeeping · Loan processing$33,822

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

Recordkeeper by year2
2024SOUTHSTATE RETIREMENT PLAN SERVICE
2023SOUTHSTATE RETIREMENT PLAN SERVICE

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$33,822 · 0.30%
2023$29,288 · 0.31%
2022$29,705 · 0.31%
Same employer
Similar plansWholesale Trade · South Carolina
North American Rescue, LLC SC$14.4M · 0.58%
Gateway Supply Co Inc SC$14.1M · 0.34%
Hartmann USA, Inc. SC$14.0M · 0.05%
The Yahnis Company SC$13.8M · 0.44%
Prym Consumer USA Inc. SC$12.3M · 0.04%
Vis, LLC SC$12.1M · 0.52%
Stier Supply Company SC$9.3M · 0.63%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 570510271 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.