Plan Ledger DOL Form 5500 · updated monthly

Esi Holdings, Inc.401(k)

ESI HOLDINGS, INC. 401(K) PLAN · MERIDIAN, ID · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

Esi Holdings, Inc. reported $258,525 in plan administrative expenses for 2024: 0.62% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,865 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 48th-largest of 349 plans among Idaho employers on file, and the 1,096th of 5,337 in construction. In 2024, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$47,086,070
Participants with balances1,148
Active participants1,112
Employer contributions$3,185,418
Employee contributions$5,564,560
Employer contribution per active participant$2,865
Average account balance$41,016
Benefits paid to participants$5,517,330
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$167,423
Investment management$91,102
Total administrative$258,525
The Esi Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$2,865
Median for plans this size$2,416

Esi Holdings, Inc.'s 2024 employer contribution ran above 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 · 20245
JOHN HANCOCK LIFE INSURANCE CO. · Recordkeeping · Investment management$33,353
EDWARD D. JONES & CO. · Investment advisory (participants)$75,151
BENEFITS2 ADMINISTRATORS LLC · Contract administrator$44,982
WILSHIRE ASSOCIATES INC (USA) · Investment advisory (participants)$8,282
CREATIVE PLANNING · Investment advisory (participants)$7,669

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

Administrative cost history1
2024$258,525 · 0.62%
Same employer
Similar plansConstruction · Idaho
Century Fence Co. WI$47.2M · 0.17%
Pave America Interco, LLC VA$47.0M · 0.52%
Keville Enterprises, Inc. MA$47.0M · 0.31%
George J. Igel & Co., Inc. OH$46.9M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 861432724 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.