Plan Ledger DOL Form 5500 · updated monthly

Ernie Ball, Inc.401(k)

ERNIE BALL, INC. 401K PROFIT SHARING PLAN · COACHELLA, CA · plan year 2024

Reported admin expense ratio · 2024
0.95%

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

Ernie Ball, Inc. reported $118,018 in plan administrative expenses for 2024: 0.95% of average plan assets, higher than ~90% of peers. Employer contributions averaged $246 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 0.88% to 0.95%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 4,729th-largest of 9,483 plans among California employers on file, and the 1,400th of 3,341 in other services. In 2024, employees put in $5.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,120,789
Participants with balances307
Active participants532
Employer contributions$130,981
Employee contributions$761,123
Employer contribution per active participant$246
Average account balance$42,739
Benefits paid to participants$983,743
Plan auditUnmodified (clean) audit opinion
AuditorHSRDS, AN ACCOUNTANCY CORPORATION
Plan history3
Yearassets · accounts · employer contribution
2024$13.1M · 307 accts · $131K emplr
2023$11.8M · 321 accts · $131K emplr
2022$10.0M · 383 accts · $132K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$76,583
Investment management$41,435
Total administrative$118,018
The Ernie Ball, Inc. 401(k) match · 2024
Employer contribution per active participant$246
Median for plans this size$2,416
2024$246 per active participant
2023$246 per active participant
2022$249 per active participant

Ernie Ball, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
JOHN HANCOCK · Recordkeeping$3,166
FORTEM FINANCIAL · Investment advisory (participants)$35,516
WILSHIRE ASSOCIATES · Investment advisory (participants)$5,919

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$118,018 · 0.95%
2023$108,534 · 1.00%
2022$92,983 · 0.88%
Same employer
Similar plansOther Services · California
The Beautiful Group, LLC CA$13.8M · 1.07%
Kretek International, Inc. CA$13.7M · 0.04%
Transfair USA CA$13.7M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952378345 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.