Plan Ledger DOL Form 5500 · updated monthly

Esjoule, LLC401(k)

ESJOULE, LLC 401(K) PLAN · NEWPORT BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Esjoule, LLC reported $3,376 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,965 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other utilities employers. By assets it is among the smaller plans on file in California (5,877th of 9,483), and 339th of 412 in utilities. In 2024, employees put in $1.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,530,438
Participants with balances104
Active participants90
Employer contributions$896,821
Employee contributions$1,266,280
Employer contribution per active participant$9,965
Average account balance$82,023
Benefits paid to participants$200,397
Plan auditUnmodified (clean) audit opinion
AuditorHLB GROSS COLLINS, P.C.
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,050
Investment management$2,326
Total administrative$3,376
The Esjoule, LLC 401(k) match · 2024
Employer contribution per active participant$9,965
Median for plans this size$1,313

Esjoule, LLC's 2024 employer contribution ran above the $1,313 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
INSPERITY RETIREMENT SERVICES · Recordkeeping · Loan processing$1,050
WILSHIRE ASSOCIATES · Consulting · Investment advisory (participants)$2,326

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$3,376 · 0.04%
Similar plansUtilities · California
Tesco Controls, LLC CA$14.0M · 0.04%
South 49 Holdings, LTD. CA$13.1M · 0.84%
CLEANWATER1, Inc. CA$12.2M · 0.31%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 884071053 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.