Plan Ledger DOL Form 5500 · updated monthly

Eskaton Properties, Inc.401(k)

ESKATON 401(K) PLAN · CARMICHAEL, CA · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Eskaton Properties, Inc. reported $30,425 in plan administrative expenses for 2024: 0.42% of average plan assets, below the peer median. Employer contributions averaged $1,115 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 0.39% to 0.42%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (5,412th of 9,483), and the 5,651st of 11,911 in health care & social assistance. In 2024, employees put in $1.81 for every $1.00 the employer contributed; active participation has grown from 116 to 1,004 since 2022.

Plan summary
Net assets, end of year$10,141,526
Participants with balances510
Active participants1,004
Employer contributions$1,118,958
Employee contributions$2,024,684
Employer contribution per active participant$1,115
Average account balance$19,885
Benefits paid to participants$1,038,241
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 510 accts · $1.1M emplr
2023$4.4M · 590 accts · $1.3M emplr
2022$257K · 37 accts · $52K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,023
Investment management$15,402
Total administrative$30,425
The Eskaton Properties, Inc. 401(k) match · 2024
Employer contribution per active participant$1,115
Median for plans this size$1,313
2024$1,115 per active participant
2023$1,275 per active participant
2022$446 per active participant

Eskaton Properties, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$15,402
EVEREN SECURITIES INCindirect comp

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$30,425 · 0.42%
2023$9,524 · 0.41%
2022$866 · 0.39%
Same employer
Similar plansHealth Care & Social Assistance · California
Front St. Inc. CA$10.4M · 0.01%
The Trevor Project, Inc. CA$10.3M · 0.26%
Valley Community Healthcare CA$10.3M · 0.63%
Koinonia Foster Homes Inc. CA$10.1M · 0.27%
Bolsa Medical Group CA$10.1M · 0.08%
Creative Alternatives, Inc. CA$10.0M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942906316 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.