Plan Ledger DOL Form 5500 · updated monthly

Erbe USA, Incorporated401(k)

ERBE USA, INCORPORATED 401(K) PLAN · MARIETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Erbe USA, Incorporated reported $17,708 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,840 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 0.04% to 0.06%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 633rd-largest of 2,160 plans among Georgia employers on file, and the 952nd of 5,215 in retail trade. In 2024, employees put in $1.94 for every $1.00 the employer contributed; active participation has grown from 187 to 245 since 2022.

Plan summary
Net assets, end of year$33,120,108
Participants with balances254
Active participants245
Employer contributions$1,185,724
Employee contributions$2,299,567
Employer contribution per active participant$4,840
Average account balance$130,394
Benefits paid to participants$2,622,325
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.1M · 254 accts · $1.2M emplr
2023$27.9M · 247 accts · $1.1M emplr
2022$22.1M · 197 accts · $970K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,032
Investment management$15,676
Total administrative$17,708
The Erbe USA, Incorporated 401(k) match · 2024
Employer contribution per active participant$4,840
Median for plans this size$2,416
2024$4,840 per active participant
2023$5,013 per active participant
2022$5,186 per active participant

Erbe USA, Incorporated'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 · 20242
EMPOWER ADVISORY GROUP, LLC · Investment management$15,676

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$17,708 · 0.06%
2023$16,738 · 0.07%
2022$10,113 · 0.04%
Same employer
Similar plansRetail Trade · Georgia
Cherokee Ford, Inc. GA$29.6M · 0.76%
Pope Automotive Group GA$27.4M · 1.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581998374 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.