Plan Ledger DOL Form 5500 · updated monthly

Etic401(k)

ETIC 401(K) PLAN · PLEASANT HILL, CA · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Etic reported $64,147 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $2,877 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 fell from 0.57% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 3,997th-largest of 9,483 plans among California employers on file, and 6,050th of 11,654 in professional & technical services. In 2024, employees put in $3.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,366,340
Participants with balances156
Active participants105
Employer contributions$302,129
Employee contributions$947,535
Employer contribution per active participant$2,877
Average account balance$111,323
Benefits paid to participants$917,682
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.4M · 156 accts · $302K emplr
2023$14.6M · 156 accts · $285K emplr
2022$11.9M · 157 accts · $224K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,207
Investment management$32,940
Total administrative$64,147
The Etic 401(k) match · 2024
Employer contribution per active participant$2,877
Median for plans this size$2,416
2024$2,877 per active participant
2023$2,879 per active participant
2022$2,113 per active participant

Etic'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 · 20242
JP MORGAN SECURITIES LLC · Investment advisory (plan)$32,940
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$31,207

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$64,147 · 0.40%
2023$69,390 · 0.52%
2022$74,722 · 0.57%
Similar plansProfessional & Technical Services · California
Curology, Inc. CA$17.4M · 0.61%
Aria Systems, LLC CA$17.4M · 0.04%
Zag Technical Services CA$17.2M · 0.53%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 770274570 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.